GuideThe money
Import expenses from a spreadsheet or bank statement
Bring in what you've already spent, from a CSV or a statement PDF, and review every row before it posts.
- Where it is
- A house › Money › Expenses › More
- Who can use it
- Owners and admins
If you're moving a job over from a spreadsheet, or you'd rather catch up from the card statement once a month, import instead of typing each expense.
Import a CSV
The file needs this header row, exactly, in this order:
date,vendor,category,amount,property
| Column | What goes in it |
|---|---|
| date | Year first, like 2026-10-07 |
| vendor | Optional. It links to a contact only when the name matches exactly one of them. |
| category | One of your budget categories, such as Plumbing |
| amount | A positive dollar amount. $1,420.00 and 1420 both work. |
| property | The house's street address, as it appears in the app |
- Step 1: Open Expenses, then More › Import CSV.
- Step 2: Choose the CSV file. A preview appears and nothing has posted yet.
- Step 3: Read the Result for each row. Rows that can't post say why, such as “No category — not posted.”
- Step 4: Choose Post expenses.
- One file can hold up to 200 rows and can post to several houses, by the property column.
- The rows that are ready post together. The rest are left out.
- More › Download CSV gives you a file in this same format, so you can see a working example.
Heads upThere is no duplicate check. Importing the same file twice posts everything twice.
Read a bank or card statement
This uses the same Anthropic key as receipt reading.
- Step 1: Open Expenses, then More › Read a bank statement.
- Step 2: Choose the Statement PDF from your bank or card. A long one takes up to a minute.
- Step 3: Tick the charges that belong to the flip. Charges that look like project spending start ticked, and ones marked “looks personal” start unticked.
- Step 4: Pick a category for each ticked charge and check the house.
- Step 5: Choose the Post button.
Only money going out is listed. Deposits, refunds, and card payments are left off. A statement can list up to 200 charges; split a longer one by month.
What imported expenses don't have
Imported expenses have no budget line, payment method, or receipt. If you need them on the 1099 report, make sure the vendor name matches the contractor's contact name exactly.