Upload a CSV File
Import historical expenses in bulk. The CSV should have the columns listed below. Trips will be auto-created if they don't already exist.
📋 CSV Format Guide
Your CSV should have these columns (in any order). Column names must match exactly:
| Column | Required? | Example | Notes |
|---|---|---|---|
date |
Yes | 2024-06-15 | YYYY-MM-DD format |
amount |
Yes | 125.50 | Numbers only, no $ sign |
category |
Yes | Food & Dining | Use categories from the list below |
description |
No | Dinner at La Maison | What the expense was for |
trip |
No | Paris 2024 | Trip name; auto-created if new |
currency |
No | EUR | Defaults to USD |
payment_method |
No | Credit Card | |
notes |
No | Shared with Alex | Any extra notes |
Valid Categories:
Flights / Transport
Hotels / Lodging
Food & Dining
Activities / Entertainment
Shopping
Groceries
Health & Medical
Everyday / Personal
Utilities & Bills
Other
💡 Sample row:
date,amount,category,description,trip,currency,payment_method,notes
2024-06-15,125.50,Food & Dining,Dinner at La Maison,Paris 2024,EUR,Credit Card,Anniversary dinner