How to Import Expenses in Bulk

Overview
Quickly upload many historical or external-system expenses via CSV to keep all data in one place.

Steps

1. Navigate to Finance → Expenses.

2. Click Import.

3. Download the sample CSV template.

4. Fill in your expense rows—ensure column headings match exactly.

5. Upload the completed CSV.

6. Map any unmatched columns, then click Import.

Tips

• Import smaller batches first to verify formatting.

• Keep date format consistent (YYYY-MM-DD).

Troubleshooting / FAQs

• Q: “Invalid data” error on import.

  • A: Open the CSV in a plain-text editor—look for stray commas or missing required columns.

• Q: Some rows skipped.

  • A: Check that every row has a valid Item Name, Price, and Purchase Date.