Plannuh | Help Center

Using the Expense Import Template

Simplify the expense import process using our import template!

Click here to Download the import template.
Click here to see import in action.

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 - Map the fields from your import file to their corresponding Plannuh fields
  3. Allocate your Expenses - Tell Plannuh how you want each imported expense to be added to your budget.

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 you 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 can import timeframe/s for each expense or assign one or more timeframe for all imported expenses. For example, you select a single timeframe (e.g., “Q1”), each expense will be directly imported as a single expense (e.g., $10k for FEDEX = $10k for FEDEX in Q1). If, however, you select multiple timeframes (e.g., “Q1”, “Q4”), each expense will be imported as a single expenses PER timeframe selected and the Projected Budget will be divided equally across each (e.g., $10k for FEDEX = $5k for FEDEX in Q1 and Q2).
If you want to import expenses across multiple budgets or segments, you should import them separately to avoid manual post-import reassignment.