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Categories Import

Updated by Rim Ferchichi

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

Simply :

  1. Go to the categories page on the Admin tab
  2. Click on the Import button
To better understand the concept of categories, please refer to this article: Categories.

  1. Download the template file and documentation

To achieve this:

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

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

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