Categories Import

Modified on Mon, 17 Mar, 2025 at 1:47 PM

Categories can now be added to Expensya via an import file, which is easy to fill in and quick to integrate.

Simply :

Go to the categories page on the Admin tab
Click on the Import button

Note: To better understand the concept of categories, please refer to this article: Categories.

Download the template file and documentation

To achieve this:

Access the categories page in the Administration Menu.
Click on the Import button.

Tip: You can download the model guide to understand the data to be entered in each column.

Use the following information to fill in the columns "O" and "L"

Here's the list of predefined categories you'll need to fill in column L on the category import file:

"Food, Cafe, Restaurant, Bar, Train, Bus, Metro, Taxi, Flight, Toll, Car, Rentalcar, Parking, Hotel, Health, Lodging, Phone, Entertainment, Movies, Bowling, Concert, Services, Equipment, Supplies, Misc, Fuel, Fueldiesel, Water, Gas, Net, Power, Rent, Mileage, Books, Conference, Admin, Post, Boat, Fuelgpl, Travelbookingfee, Bank, Perdiem, Flatrate, Bike"

Note: We kindly request that you input the category predefined names when importing them, as the categorization process solely supports the categories mentioned in this article.

Here's the list of icons you'll need to fill in column O on the category import file:

	Admin
	Boat
	Books
	Conference
	Car
	Rentalcar
	Commodity
	Drugstore
	Power
	Entertainment
	Equipement
	Flight
	Fuel
	Fueldiesel
	Furniture
	Gas
	Gift
	Insurance
	Net
	Hotel
	Magazine
	Restaurant
	Metro
	Misc
	Parking
	Phone
	Post
	Printing
	Rent
	Services
	Stamp
	Supplies
	Taxi
	Train
	Toll
	Water
	Mileage
	Fuelgpl
	Perdiem
	Bike
	Equipement