Upload your spreadsheet or CSV as a bank statement, not as an expense. If you add a .xlsx or .csv of expenses the way you add a receipt, SparkReceipt reads the whole file as one upload and creates one document with many line items. That's why a spreadsheet import can end up as a single entry. Uploaded as a bank statement, each row is read as its own transaction, and you can turn those transactions into one document per row without splitting anything by hand. This works for income spreadsheets too.
This is a web app flow. The mobile app can't upload CSV or Excel files.
Import a spreadsheet as a bank statement
- In the web app sidebar, click Add documents, then choose Bank or credit card statement.
- Upload your
.xlsxor.csvfile. If you're asked for the Statement type, choose Bank statement. To bring in several files at once, use Mass upload with Import files into set to Statements. - Open the statement and click View transactions (View progress while extraction is still running). SparkReceipt extracts one transaction per row.
- Select the rows you want and click Create entries. Each row becomes its own Expense (money out) or Income (money in) document. Rows already matched to a receipt, or with a suggested match, are skipped.
For the full walkthrough, see Bank statement extraction: the complete guide and Can I bulk import historical data into SparkReceipt?
What the created documents contain. Each document made from a row carries the amount, date, description and category from that transaction. No receipt image is attached, because the row is only data. You can open any document later and attach the matching receipt.
Is there a template for an income or expense spreadsheet?
There is no downloadable template and no required column names. SparkReceipt reads your column headers to work out what each column holds. A sheet like this works well, for income and expenses alike:
| Date | Description | Money in | Money out | Currency | Reference |
|---|---|---|---|---|---|
| 2026-03-02 | Invoice 1042, Client A | 1200.00 | EUR | INV-1042 | |
| 2026-03-05 | Office supplies | 45.90 | EUR |
Tips for a clean import:
- One row per transaction, with headers in the first row and no subtotal or total rows in between.
- A date on every row. Write it in full, including the year. A format like
2026-03-02avoids day and month mix-ups. If dates are ambiguous, SparkReceipt reads them in your Region's order. - Make the direction clear. Use separate Money in and Money out columns (or Credit and Debit), or a single Amount column where money out is negative. Money in becomes Income and money out becomes an Expense. In a single column of positive numbers, the rows can be read as money in, so an expense sheet should use negative amounts or a Money out column.
- Leave out balance columns, or label them clearly as Balance so they aren't mistaken for amounts.
- A Currency column helps if the sheet mixes currencies.
- Keep everything on the first sheet. SparkReceipt reads only the first sheet of an Excel file.
Each extracted row counts as one transaction line. After your plan's free allowance of lines, each row uses one credit. See Bank Statement extraction credits: What they are and how they work?
Imported a Google Sheet?
There's no live Google Sheets connection. In Google Sheets choose File → Download → Comma-separated values (.csv) or Microsoft Excel (.xlsx), then upload the file as a bank statement as described above. See Can SparkReceipt be linked directly to Google Sheets?
Already imported the spreadsheet as one entry?
If you added the sheet as a normal expense and now have one document with many line items, don't split it row by row. Instead:
- Move that document to the trash.
- Upload the same file again as a bank statement, following the steps above.
You get every row as its own document in one pass, instead of splitting off one line at a time.
When splitting a document makes sense
Splitting is useful for peeling off one or two lines that belong on their own document, or for dividing a single receipt that covers two separate expenses. It isn't the right tool for turning a long spreadsheet into many entries, because each split creates one new document.
To split a document in the web app, open it, open the actions menu and choose Split document. Move the line items and files you want onto the new document. Everything you don't move stays on the original. You can also ask SparkAgent, for example "Split the second line item off this document into its own expense". It shows what it plans to move and asks for your approval first.
If you're not sure how to bring in a large spreadsheet, contact us at support@sparkreceipt.com and we'll help you plan it.