Yes. Many users start by bringing in years of receipts, invoices and other documents. There are three ways to do it, depending on where your history lives:
- Files on your computer: use mass upload in the web app to add up to 100 PDFs or photos per batch. You choose the document type for the batch, or let the AI decide for each file. See File format and max file size for upload for the accepted formats.
- Receipts in your email: connect the mailbox with automatic email scanning, then run an email history extraction over a past date range. SparkReceipt goes back through your messages and imports the receipts it finds.
- A spreadsheet of expenses or income: upload it as a bank statement so each row becomes its own entry. See below.
https://www.youtube.com/embed/nLZVJFXD7qA
Importing a spreadsheet (Google Sheets, Excel, CSV)
If your past expenses or income live in a spreadsheet, you can import them so that each row becomes its own document. Upload the file as a bank statement, not as an expense or receipt.
Avoid this mistake: if you upload a spreadsheet as an Expense or receipt, SparkReceipt reads the whole sheet as a single document and turns its rows into that document's line items. A sheet of 200 expenses becomes one document with 200 line items. Upload it as a bank statement instead.
In the web app:
- If it's a Google Sheet, download it first. There's no live Google Sheets connection. In Google Sheets choose File → Download → Comma-separated values (.csv) or Microsoft Excel (.xlsx). Excel and CSV files can be uploaded as they are.
- Upload the file as a bank statement. In the sidebar click Add documents, choose Bank or credit card statement, and add the file. For several files at once, use Mass upload with Import files into set to Statements.
- Let SparkReceipt read the rows. Each row is extracted as a transaction. Open the statement and click View progress to follow the extraction, or View transactions once it's done. Only the first sheet of an Excel file is read, so keep all rows on one sheet.
- Create the entries. Select the rows you want and click Create entries. Each unmatched row becomes its own Expense (money out) or Income (money in) document. Rows that are already matched to a receipt or have a suggested match are skipped.
For column layout tips, including how to make sure income rows become Income, see How do I import a spreadsheet of expenses so I get one entry per row? For the statement flow in full, see Bank statement extraction: the complete guide.
Good to know:
- It's a web app flow. The mobile app can't upload CSV or Excel files.
- The created documents are records, not scanned receipts. Each one carries the row's name, description, date, amount, category and currency, but no receipt image. The spreadsheet stays as its own bank statement document. See What happens when you delete a bank statement before removing it.
- 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?
To import a chart of accounts (your expense and income categories) from a spreadsheet instead, see Can I import categories into SparkReceipt? and AI-based chart of accounts import.