{"id":554,"date":"2024-11-20T11:18:31","date_gmt":"2024-11-20T18:18:31","guid":{"rendered":"https:\/\/www.sharedkey.com\/help\/?p=554"},"modified":"2025-03-11T18:43:30","modified_gmt":"2025-03-12T00:43:30","slug":"property-expenses-upload-csv","status":"publish","type":"post","link":"https:\/\/www.sharedkey.com\/help\/property-expenses-upload-csv\/","title":{"rendered":"Upload CSV files"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">Our system is able to upload expenses only if they are in a table format, organized by month and category. The month dates must appear in the first row of the spreadsheet and use the following standard Excel date format: yyyy-mm-dd. The categories must appear in the first column. Please refer to the example below:<\/p>\n\n\n\n<figure class=\"wp-block-gallery columns-1 is-cropped wp-block-gallery-1 is-layout-flex wp-block-gallery-is-layout-flex\"><ul class=\"blocks-gallery-grid\"><li class=\"blocks-gallery-item\"><figure><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"708\" src=\"https:\/\/www.sharedkey.com\/help\/wp-content\/uploads\/2025\/02\/PastedGraphic-1-2-1-1024x708.png\" alt=\"\" data-id=\"751\" data-full-url=\"https:\/\/www.sharedkey.com\/help\/wp-content\/uploads\/2025\/02\/PastedGraphic-1-2-1.png\" data-link=\"https:\/\/www.sharedkey.com\/help\/?attachment_id=751\" class=\"wp-image-751\" srcset=\"https:\/\/www.sharedkey.com\/help\/wp-content\/uploads\/2025\/02\/PastedGraphic-1-2-1-1024x708.png 1024w, https:\/\/www.sharedkey.com\/help\/wp-content\/uploads\/2025\/02\/PastedGraphic-1-2-1-300x208.png 300w, https:\/\/www.sharedkey.com\/help\/wp-content\/uploads\/2025\/02\/PastedGraphic-1-2-1-768x531.png 768w, https:\/\/www.sharedkey.com\/help\/wp-content\/uploads\/2025\/02\/PastedGraphic-1-2-1.png 1428w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure><\/li><\/ul><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">You can include up to 12 months of data for each upload (ie. one year at a time). Please be sure to save this file in the Comma Separated Values (.csv) format. Once saved, simply select this file to upload.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Once you upload your CSV file, you will be asked to match the import file category name with the SharedKey category name, to ensure your data is uploaded correctly to the right place.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"709\" src=\"https:\/\/www.sharedkey.com\/help\/wp-content\/uploads\/2025\/02\/PastedGraphic-2-1024x709.png\" alt=\"\" class=\"wp-image-752\" srcset=\"https:\/\/www.sharedkey.com\/help\/wp-content\/uploads\/2025\/02\/PastedGraphic-2-1024x709.png 1024w, https:\/\/www.sharedkey.com\/help\/wp-content\/uploads\/2025\/02\/PastedGraphic-2-300x208.png 300w, https:\/\/www.sharedkey.com\/help\/wp-content\/uploads\/2025\/02\/PastedGraphic-2-768x532.png 768w, https:\/\/www.sharedkey.com\/help\/wp-content\/uploads\/2025\/02\/PastedGraphic-2.png 1286w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">The third step is to select a &#8220;Paid By&#8221; option to keep track of who\/where the money is coming from. <\/p>\n\n\n\n<figure class=\"wp-block-gallery columns-1 is-cropped wp-block-gallery-2 is-layout-flex wp-block-gallery-is-layout-flex\"><ul class=\"blocks-gallery-grid\"><li class=\"blocks-gallery-item\"><figure><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"710\" src=\"https:\/\/www.sharedkey.com\/help\/wp-content\/uploads\/2025\/02\/PastedGraphic-3-1024x710.png\" alt=\"\" data-id=\"753\" data-full-url=\"https:\/\/www.sharedkey.com\/help\/wp-content\/uploads\/2025\/02\/PastedGraphic-3.png\" data-link=\"https:\/\/www.sharedkey.com\/help\/?attachment_id=753\" class=\"wp-image-753\" srcset=\"https:\/\/www.sharedkey.com\/help\/wp-content\/uploads\/2025\/02\/PastedGraphic-3-1024x710.png 1024w, https:\/\/www.sharedkey.com\/help\/wp-content\/uploads\/2025\/02\/PastedGraphic-3-300x208.png 300w, https:\/\/www.sharedkey.com\/help\/wp-content\/uploads\/2025\/02\/PastedGraphic-3-768x532.png 768w, https:\/\/www.sharedkey.com\/help\/wp-content\/uploads\/2025\/02\/PastedGraphic-3.png 1284w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure><\/li><\/ul><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">The fourth step is to review the uploaded information and confirm the data being imported. <\/p>\n\n\n\n<figure class=\"wp-block-gallery columns-1 is-cropped wp-block-gallery-3 is-layout-flex wp-block-gallery-is-layout-flex\"><ul class=\"blocks-gallery-grid\"><li class=\"blocks-gallery-item\"><figure><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"709\" src=\"https:\/\/www.sharedkey.com\/help\/wp-content\/uploads\/2025\/02\/PastedGraphic-4-1024x709.png\" alt=\"\" data-id=\"754\" data-full-url=\"https:\/\/www.sharedkey.com\/help\/wp-content\/uploads\/2025\/02\/PastedGraphic-4.png\" data-link=\"https:\/\/www.sharedkey.com\/help\/?attachment_id=754\" class=\"wp-image-754\" srcset=\"https:\/\/www.sharedkey.com\/help\/wp-content\/uploads\/2025\/02\/PastedGraphic-4-1024x709.png 1024w, https:\/\/www.sharedkey.com\/help\/wp-content\/uploads\/2025\/02\/PastedGraphic-4-300x208.png 300w, https:\/\/www.sharedkey.com\/help\/wp-content\/uploads\/2025\/02\/PastedGraphic-4-768x532.png 768w, https:\/\/www.sharedkey.com\/help\/wp-content\/uploads\/2025\/02\/PastedGraphic-4.png 1286w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure><\/li><\/ul><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"710\" src=\"https:\/\/www.sharedkey.com\/help\/wp-content\/uploads\/2025\/02\/PastedGraphic-5-1024x710.png\" alt=\"\" class=\"wp-image-755\" srcset=\"https:\/\/www.sharedkey.com\/help\/wp-content\/uploads\/2025\/02\/PastedGraphic-5-1024x710.png 1024w, https:\/\/www.sharedkey.com\/help\/wp-content\/uploads\/2025\/02\/PastedGraphic-5-300x208.png 300w, https:\/\/www.sharedkey.com\/help\/wp-content\/uploads\/2025\/02\/PastedGraphic-5-768x532.png 768w, https:\/\/www.sharedkey.com\/help\/wp-content\/uploads\/2025\/02\/PastedGraphic-5.png 1284w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">The final step is to confirm and submit. <\/p>\n","protected":false},"excerpt":{"rendered":"<p>Our system is able to upload expenses only if they are in a table format, organized by month and category. The month dates must appear in the first row of the spreadsheet and use the following standard Excel date format: yyyy-mm-dd. The categories must appear in the first column. Please refer to the example below:&#8230; <a class=\"read-more\" href=\"https:\/\/www.sharedkey.com\/help\/property-expenses-upload-csv\/\">Read More<\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[9,25],"tags":[],"class_list":["post-554","post","type-post","status-publish","format-standard","hentry","category-finances","category-property-expenses"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.9 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Upload CSV files - SharedKey Help<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.sharedkey.com\/help\/property-expenses-upload-csv\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Upload CSV files - SharedKey Help\" \/>\n<meta property=\"og:description\" content=\"Our system is able to upload expenses only if they are in a table format, organized by month and category. 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