Import expenses from CSV

Already track your bills in a spreadsheet? Save it as a CSV file and import it into a workspace: one-time expenses land on their dates, and recurring bills become series with their schedules.

Prepare the file

Open Workspace settings → Import and select Download template, or build the file yourself. The first row holds the column names:

type,name,amount,currency,category,recipient,date,schedule,start_date,end_date,description,is_paid

Column	What to put in it
type	instance for a one-time expense or recurring for a series.
name	Expense name. Required.
amount	Amount, for example 150.00. Required.
currency	Optional. Leave it empty to use the workspace's base currency.
category	Category name. Optional: leave it empty for no category.
recipient	Who you pay. Optional.
date	Date of a one-time expense, as YYYY-MM-DD.
schedule	Schedule of a recurring expense, for example monthly on 1st.
start_date	First date of a recurring expense, as YYYY-MM-DD. Required for recurring.
end_date	Last date of a recurring expense. Optional: leave it empty for no end.
description	Notes, up to 1,000 characters. Optional.
is_paid	true, yes or 1 imports a one-time expense as paid. Leave it empty for recurring rows: mark their occurrences paid in the app.

Schedules Figa understands

• daily, every 3 days
• weekly on monday, weekly on mon,wed,fri, every 2 weeks on friday
• monthly on 1st, monthly on 15th, monthly on last, monthly on 2nd monday
• quarterly on 1st
• yearly

Files can be up to 5 MB and 1,000 rows.

Review and import

1. Drop the CSV file on the page, or browse for it.
2. Check the preview. Each row is marked Valid or Duplicate, and rows with a problem show which value is invalid.
3. Choose the Import options: Auto-create missing categories, Auto-create missing recipients and Skip duplicates (name + amount + date). The preview shows how many categories and recipients will be created.
4. Select Import. The summary shows how many expenses and recurring series were created.