Easy Expense User Guides

Importing expenses from a CSV file

Easy Expense is a great alternative to other business expense tracking applications and receipt scanners. You can import, migrate and copy your expenses from other popular business expense management applications like Expensify, NumReceipt, Shoeboxed, Smart Receipts using our CSV import tool.

Bulk importing expenses into Easy Expense is easy. You can use our CSV import tool to upload your expenses just in a few clicks.

CSV import

Follow these 3 steps to export your data, prepare the CSV file and import your expenses into Easy Expense.

Step 1: Export your data

Login into your current application and export your expenses as a CSV file. Please make sure to include the following fields, which are required for creating a new expense in Easy Expense application.

Other fields that are not mandatory, but are accepted when using the CSV import tool are:

Step 2: Validate the CSV file format

In order to ensure the best possible result while importing your expenses, the CSV file should be properly formatted. We ask you to make sure the file is formatted according to the following rules:

Step 3: Upload, preview and import the CSV file

Go to Import CSV section of the Easy Expense app. Drop or select the file that you want to import and follow on-screen instructions.

CSV import

* You can select / upload multiple files at once, their records will be combined

The import tool will display a preview of the records and mark lines that are not properly formatted. Only the valid records will be imported.

CSV import

Summary

Easy Expense is ranked #1 on Google Play store expense management and receipt scanning app. Our receipt scanner automatically scans receipts, crops and extracts key information. Saving you time and organizing your business receipts and expenses.

Now you can import your expenses from other popular expense tracking apps using our new CSV importing tool. Our customers have successfully migrated expenses from NumReceipt, Smart Receipt and other popular apps.

Please let us know how we can make migrating data from your current application easier.