The first step is to export a CSV file from Rho of the transactions that you would like to import to your Expensify account. Here is how to do so!

Important Note: After exporting your Rho CSV, you must update the date column's format in order for it to upload correctly. To do this, select your date column, right-click and select Format Cells Select Date Then choose the 3rd option down (year first) YYYY-MM-DD.

After making that adjustment, you can proceed with these steps in your Expnsify account:

To import expenses incurred on a personal card via a spreadsheet, follow these steps:

1. Download a spreadsheet of your expenses directly from your online banking account.

2. Once you have this file, log into Expensify and click Settings Account Credit Card Import.

3. Click "Import Transactions from File"

4. On the next screen, select "Upload"

5. Next, you'll need to define the details of your file. Set the date format and currency to your needs.

6. If you've previously imported expenses for the same card, choose the Default Layout of a previously uploaded spreadsheet.

7. Scroll down and select which columns have the merchant, date (formatted yyyy-mm-dd) and amount (as a number without a currency symbol) – these are required presets which must be assigned.

8. You can also map specific Categories and Tags as long as you don't have an integration connection to your default group policy. If you have an integration connected, you'll want to add the Categories and Tags to the expense after it's uploaded.

9. Check the preview of your selection under Output Preview. If it looks good, you can then select "Add Expenses".

You're done! The CSV spreadsheet import will now appear under Imported Card Feeds. You can view the imported transactions by clicking "View Expenses" under the file feed.

Updated May 10, 2023 01:22