Importing expenses

If you already track expenses in a spreadsheet, import them rather than retyping.

Expenses need accounting turned on

If you don’t see Expenses in the navigation, enable accounting under Settings → Accounting.

Required columns

All four are required:

• Expense Date
• Expense Category
• Expense Amount
• Expense Type

Plus, optionally, Expense Notes.

Categories and types

Expense Type is either expense or income. It decides which side of the income-vs-expense chart the row lands on.

Expense Category should match a category that exists in your account — Travel, Meals & Entertainment, Printing & Postage, and so on. Set your categories up first at Expenses → Categories, then normalise your spreadsheet’s category names to match.

Normalise category names first

A spreadsheet with “Postage”, “postage”, and “Print & Post” produces a mess. Do a find-and-replace pass before importing so every row uses a category name that already exists in Karani.

Running the import

1. Import → Expenses.

   karani.co/imports/expenses

   

2. Choose your file and Submit.

3. Map the columns.

4. Process CSV.

After the import

1. Open Expenses and check the totals against your source.
2. Check the income-and-expense chart on your dashboard looks sensible.
3. Filter by category to make sure everything landed where you expected.