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How do I import transactions from a spreadsheet?

In Transactions, select Import, choose the account and download the Excel template. Fill in one row per transaction, upload the file and select Import. If any row has a problem, nothing is imported and the errors are listed.

Where to find it in EasyTaxer: Money → Transactions, then Import

A still from the video: a dark green title slide labelled MTD for Income Tax, How to, listing three numbered steps, Get the template, Fill in your rows, and Upload and import, with the EasyTaxer logo in the corner, under the title Import transactions from Excel.

Video coming soon

The video for this page is coming soon. The steps below describe everything it will show, in the same order.

Before you start

  • Your transactions are in an Excel spreadsheet (.xlsx). Only Excel spreadsheets are accepted.

Step by step

  1. Open Transactions, check the business shown at the top of the screen, and select Import.
  2. Choose the account the transactions belong to.
  3. Select Download Excel template. Fill in one row per transaction: Date, Description, Amount, Transaction Type, and for a cost its Category and Business Use %.
  4. Drop the finished .xlsx file on the upload area, or click it to browse. Only Excel spreadsheets are accepted.
  5. Select Import. Every row is validated first: if any row is invalid, nothing is imported and the errors are listed so you can fix the file and try again.
  6. The imported transactions appear in the list, ready for your quarterly update.

Steps: the text version of this video

  1. Import

    To add lots of transactions at once, open Transactions and select Import.

  2. Download the template

    Choose the account, then download the Excel template. Fill in one row per transaction: the date, a description, the amount, the type, and for a cost, its category and business use.

  3. Upload your spreadsheet

    Upload the finished spreadsheet. Every row is checked first. If any row has a problem, nothing is imported, and the errors are listed so you can fix them.

  4. Import

    Select Import. The new transactions appear in your list with their categories, ready for your quarterly update.

What happens next

  • The imported transactions appear in your list, ready for your quarterly update.

Related

Checked against EasyTaxer on 26 September 2026. Screens can change between releases; if something here does not match what you see, please tell us.