# 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.

Section: Importing and exporting · Canonical: https://intubu.intuitivecapital-dai.com/docs/csv-import

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](https://intubu.intuitivecapital-dai.com/docs/csv-column-matching).
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](https://intubu.intuitivecapital-dai.com/docs/csv-import-undo).

Bank statements (CSV, OFX/QFX, QIF) go through Banking → Imports instead — see [Importing a bank export file (CSV, OFX, QIF)](https://intubu.intuitivecapital-dai.com/docs/bank-statement-import).