CSV Import
If you're migrating from another app like Splitwise or have expenses tracked in a spreadsheet, CSV import lets you bring them into SplitEase in bulk.
Expected CSV Format
Your CSV file should include the following columns:
| Column | Required | Description |
|---|---|---|
| date | Yes | The date of the expense (e.g., 2026-01-15 or 01/15/2026) |
| title / description | Yes | A short description of the expense |
| amount | Yes | The total amount (e.g., 42.50) |
| currency | No | Three-letter currency code (e.g., USD, EUR). Defaults to the group's currency if omitted. |
| category | No | A category name (e.g., "Food", "Transport") |
| payer | Yes | The name or email of the person who paid |
| participants | No | Comma-separated names or emails of people in the split. Defaults to all group members if omitted. |
Column headers are matched flexibly — for example, "desc" or "description" both work for the title field.
Category Matching
When your CSV includes categories, SplitEase tries to match them to existing categories in the group using fuzzy matching. For example, "Groceries" would match a "Food & Groceries" category.
If no close match is found, SplitEase automatically creates a new category in the group for that name.
How to Import
- Upload your file — Go to the group's settings or expenses page and select the CSV import option. Choose your file.
- Review parsed entries — SplitEase shows you a preview of the expenses it found in the file. You can see how each row was interpreted, including matched categories and identified payers.
- Confirm import — Once everything looks right, confirm to add all the expenses to the group at once.
Skipped and Invalid Rows
If a row can't be parsed — for example, it's missing a required field like the date or amount, or the payer doesn't match any group member — it will be flagged during the review step.
You can see exactly which rows were skipped and why, so you can fix your file and re-import the missing entries if needed. Valid rows are not affected by invalid ones; they'll still import successfully.