Importing a List of Expenses

Importing a List of Expenses

Importing a list of expenses is great when you're familiar with spreadsheet software, or have a list of your expenses from another piece of accounting software. Okke allows you to import your expenses through our "Import CSV" process.
Import Expenses via a CSV file
You can download a template CSV file for your expenses, which you can then upload into okke. This helps you rapidly bring in a large amount of expenses, either from other accounting software, or from Excel.

  1. Download our CSV template file and open it in your favourite editor, such as Excel
  2. Copy over your expense details, one column at a time
    1. The required fields are Date and Amount
    2. Add in the additional fields if you have them available
  3. Save the file
  4. Navigate to Expenses from the Sidebar
  5. Select the Import CSV File tab near the top of the page
  6. Drop your CSV file, or select it from the file browser
  7. Choose the Bank Account you're uploading the expenses to, otherwise you can review them individually
  8. Ensure that each okke column is correctly mapped to the columns in your CSV file
  9. When you're happy with the column mapping, clicking on Import Expenses
  10. You're Done! Your expenses will be imported into okke.
Note: When adding the Categories to the CSV file, they must already exist in okke with the exact same name, otherwise they'll default to uncategorised

Note: If the "Paid By" cell has no value, it will default to a banked payment. You can set it by entering a value of either:
  1. Cash
  2. Banked