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.

Importing CSV into Easy Expense
Importing expenses from a CSV file

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.

  • Date (yyyy-mm-dd)
  • Amount
  • Vendor
  • Category

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

  • Tax Amount
  • Expense name
  • Description

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:

  • The first line is comma-separated list of headers

    Date,Vendor,Category,Amount,Tax,Name,Description

    Please don't use different headers, our import tools would not be able to recognize different headers. In case you have a file with different headers, use a file editor to rename the headers accordingly.

    The order of the header items does not matter, but must be consistent across the lines.

  • Each line has the same count of delimiters (commas) as the header

    In order to be able to distinguish between fields, every line should have the same amount of delimiters (commas) as the header line. For example:

    Date,Vendor,Category,Amount,Tax,Name,Description
    2020-08-01,Shell,Gas,122.21,0,,

    The last comma is required even if some fields are empty

  • Each line has all the mandatory fields

    You have to provide a few mandatory fields to create an expense. Those fields are:

    • Date in format YYYY-mm-dd, e.g. "2020-08-01"
    • Amount as a signed number, e.g. 121.30 or -34.6
    • Vendor as a text, max 256 characters
    • Category as a string, max 256 characters

    Example of valid and invalid records

    Date,Vendor,Category,Amount,Tax,Name,Description
    2020-08-01,Shell,Gas,122.21,0,,
    2020-06-21,,Gas,26.31,0,,
    June 12, 2020,White Fish,Business Meals,224.21,0,,Meeting with a client Jeff

    The first green record is valid.

    The record on the second line is invalid because it is missing Vendor.

    The record on the third line is invalid because the date is misformatted and there is an extra comma.

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.

Importing CSV into Easy Expense
Importing expenses from a CSV file

* 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.

Easy Expense marks misformated lines
Easy Expense marks misformated lines

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.