Using the Expense Import Template

Simplify the expense import process using our import template!

Click here to download the import template.

To import expenses into Plannuh:

  1. Upload your expense file (.xlsx/.csv) - Starting at the Expense Import tool, upload your import file and specify the row on which the import should begin.
  2. Map your fields - Plannuh will try to map your fields automatically. Review/update the field mappings as appropriate.

Things to keep in mind:

  1. Only the first tab of an XLS/XLSX file will be imported. Other tabs will be ignored.
  2. Configure your budget structure first so you can import expenses directly to the appropriate place.
  3. How you structure your import file matters in a few important ways:
During import, you must specify the target Budget and Budget Segment to which expenses will be imported.
During import, you must also specify timeframe/s for each expense. For example, if you specify a single timeframe (e.g., “Q1”) to an expense, it will be directly imported as a single expense (e.g., $10k for FEDEX = $10k for FEDEX in Q1). If, however, you specify multiple timeframes (e.g., “Q1”, “Q4”) to an expense, each child expense will be divided equally across each (e.g., $10k for FEDEX = $5k for FEDEX in Q1 and Q4).