Importing CSV files

Our support team can import expenses or income from a spreadsheet. Format the CSV files like the examples below and send it to hung@easy-expense.com

CSV Examples

Expense Transactions

Income Transactions

When the vendor/client column isn’t provided

Label the CSV as income or expense transactions so we know which type to upload.

Rules

• Date: MM/DD/YYYY, DD/MM/YYYY, or YYYY-MM-DD

• Column must include at least one: Vendor/Client or Description

  • E.g., if you only have the description column, that is acceptable. We’ll extract the vendors for you.

• Total: numbers only, e.g. 1250.75, not $1,250.75. For expenses only, negative numbers become refunds.

• No blank or subtotal rows

• Put expenses and income in separate files

Any other columns are ignored.

Where to send

Email CSVs to hung@easy-expense.com for processing.

After the import

Your transactions will appear in the Transactions tab ➜ New Transactions. Save them to add them to your workspace. See Reviewing Imported Transactions.