EXPENSES & INVENTORY

Import Expenses

Import directly paid expenses from a spreadsheet or another system.

This creates paid-expense entries, not bills or payments against existing bills. Importing is unavailable in the Free edition.

Prepare the CSV

Open Show File Requirements on the import screen and use its sample file. Keep these seven columns in order, including the optional columns:

Date,From Account,For Account,Description,Amount,Sales Tax,Vendor

• Date: use YYYY-MM-DD for the payment date.
• From Account: the account the money left. For Account: the account the expense belongs to. Both names must match accounts already set up in PiggyZen.
• Amount: the amount including tax. Use a positive amount for an ordinary paid expense.
• Sales Tax: configured tax abbreviations. Leave blank for no tax or when the expense’s tax is not recoverable. For multiple taxes, separate abbreviations with commas and enclose the field in double quotes.
• Vendor: optional vendor name. If no match exists, PiggyZen creates a vendor with that name.

Use a dot for decimal values and quote text containing commas. The file size limit is 0.5 MB; split larger files. There is no currency or exchange-rate column in this import.

Check the result before retrying

Review the successful-record count and errors. Some records may have been saved even when others failed. Put only the unsuccessful records in a corrected file so successful expenses are not imported twice.

PiggyZen blocks filenames that have already been imported. Give a corrected file a new name only after removing the successful records from that file. Renaming alone does not prevent duplicate expenses.

Exclude purchases already recorded as bills, paid expenses or earlier imports.