Q: Import CSV of existing income and expenses
I have a spreadsheet I have used to keep track of my income and expenses for years. Simple format of date, merchant, price, and category (I have a column for additional notes as well). Is there a way to upload a CSV to have those expenses that I have already tracked be imported onto this platform?
brian478Edited Nov 1, 2024
Founder Team
Antti_SparkReceipt
Nov 26, 2024A: Hi,
You can use the bank statement feature to extract CSVs into expenses, but it currently does not support all the fields. CSVs could also be easier and faster imported via header mapping with AI instead of reading the whole thing with it (which is of course required for PDF statement imports, but not CSVs)
Best,
Antti
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