CSV Import

Bulk import expenses or revenue from a spreadsheet.

Importing Expenses

1. Go to Expenses and click Import CSV
2. Upload your CSV file
3. Map columns to HostFi fields (amount, date, category, description, property)
4. Review the imported data
5. Confirm to create all expenses at once

Importing Revenue

1. Go to Revenue and click Import CSV
2. Follow the same mapping and review process

CSV Format

Your CSV should include headers. HostFi will try to auto-detect common column names. At minimum, you need:

• Amount — The dollar amount
• Date — In a recognizable date format (MM/DD/YYYY, YYYY-MM-DD, etc.)

Optional but recommended:

• Category — Expense category
• Description — Notes or vendor name
• Property — Property name (HostFi will attempt to match to your existing properties)

Tips

• Export from your bank or accounting tool as CSV
• Clean up the data before importing — remove unrelated transactions
• The property matching works best when the names in your CSV match your HostFi property names exactly