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Update Create-expense-categories.md to include CSV upload #55574

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muttmuure merged 1 commit into from
Jan 23, 2025
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Update Create-expense-categories.md to include CSV upload #55574

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30 changes: 30 additions & 0 deletions docs/articles/new-expensify/workspaces/Create-expense-categories.md
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Expand Up @@ -54,6 +54,36 @@ To delete a category,

{% include end-selector.html %}

# Upload expense categories via CSV

To upload expense categories via a CSV file:

{% include selector.html values="desktop, mobile" %}

{% include option.html value="desktop" %}
1. Click your profile image or icon in the bottom left menu.
2. Scroll down and click **Workspaces** in the left menu.
3. Select the workspace you want to upload categories to.
4. Click **Categories** in the left menu.
5. Click the 3-dot menu in the top right corner and select **Import Spreadsheet**.
6. Ensure your spreadsheet is formatted with all required columns, even if you do not plan to use them all.
7. To obtain an example file, click the 3-dot menu again and select **Download CSV**.
8. After preparing your file, upload the CSV by following the prompts and save your changes.
{% include end-option.html %}

{% include option.html value="mobile" %}
1. Tap your profile image or icon in the bottom menu.
2. Tap **Workspaces**.
3. Select the workspace you want to upload categories to.
4. Tap **Categories**.
5. Tap the 3-dot menu in the top right corner and select **Import Spreadsheet**.
6. Ensure your spreadsheet is formatted with all required columns, even if you do not plan to use them all.
7. To obtain an example file, tap the 3-dot menu again and select **Download CSV**.
8. After preparing your file, upload the CSV by following the prompts and save your changes.
{% include end-option.html %}

{% include end-selector.html %}

# Enable or disable categories

Once you have manually added your categories or automatically imported them from a connected accounting system, you can enable or disable the categories to determine whether they can be added to expenses.
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