Importing income and expenses from a spreadsheet

Drop a CSV in, check the columns we matched for you, and import — with every row you could not use listed first.

Import → New import.

Four steps, and you can go back at any of them.

1. What kind of records — expenses, bills, checks or vendor credits on the purchase side; invoices, sales receipts or credit memos on the income side. Every income and expense list also has an Import CSV button that starts here with the answer filled in.
2. The file — drop a CSV, or paste the rows. We work out the separator, whether there is a header, and how many rows to skip.
3. The columns — see How columns are matched automatically.
4. Review — what will be created, what will be skipped and why, which names are new, and the total. Nothing is written until you press the button on this screen.

Rows that cannot be imported do not stop the ones that can. A file with four good rows and one bad date imports four records and tells you about the fifth, with its row number.

Multi-line documents: if several rows share a reference, set Combine rows by → Reference and they become one document with several lines, which is how a spreadsheet usually represents a multi-line bill.

Names that are not in your books yet are listed before you commit, and created as you import — once each, however many rows they appear on.

Every import can be undone — see Undoing an import.

Bank statements (CSV, OFX/QFX, QIF) go through Banking → Imports instead — see Importing a bank export file (CSV, OFX, QIF).