Expensify - Import movements .csv (Banana+ Advanced)

This import extension allows you to import the transactions from the Expensify expense management system into Banana.

You can install the extension from the menu Extensions → Manage Extensions.

Requirements for use

• Banana accounting Plus with the Advanced Plan.

Export procedure

Export your expense transactions in *.csv format by accessing your Expensify account.

• Select the Expenses tab.
• Choose the expenses to export.
• Click Export To in the top right corner.
• Select Default CSV to use Expensify's template or Create new CSV export layout to create your own.     

Import procedure

• Via the Actions → Import to accounting → select Import transactions box
• Choose the extension to be used, in this case 'Expensify - Import movements csv (Banana+ Advanced)'.
• With the Browse button, choose the file from which to import the transactions.
• Press OK Button.

For more details see import transactions page.

Error Messages

• Unrecognised *.csv file format: The format of the *.csv file you are trying to import does not match any of the formats associated with this filter:
  • Check that you have chosen the correct file.
  • If the file you have chosen is correct, it may be that our filter requires updating.
• This extension requires Banana Accounting+ Advanced: You are trying to use the extension with a licence other than the one requested, please upgrade to the Advanced Plan. to be able to use the functionality of this filter.

Send feedback

It may happen that the format of the csv file is updated and as a result the filter no longer functions correctly. Send us feedback and attach an example file (.csv) with the new format and we will proceed to update the filter.