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Template Bill Import Guide ​

📋 Overview ​

Expense Tracker: Koala (“Koala”) supports importing bills from external files, which is useful when you migrate historical records. Supported import sources:

  • Template file import: import a standard CSV file
  • WeChat bill import: import a bill file exported from WeChat
  • Alipay bill import: import a bill file exported from Alipay
  • Pixiu bill import: import a CSV file exported from Pixiu
  • iCost bill import: import an Excel file exported from iCost

📁 Supported File Formats ​

  • CSV (.csv): Alipay, Pixiu, Template
  • Excel (.xlsx, .xls): WeChat, iCost

🚀 Quick Start ​

Step 1: Open the import page ​

  1. Open Expense Tracker: Koala
  2. Tap Settings
  3. Find Bill Import
  4. Enter the bill import page

Step 2: Choose the import source ​

  • Template file: standard-format CSV
  • WeChat: WeChat-exported bill file
  • Alipay: Alipay-exported bill file
  • Pixiu: Pixiu-exported bill file
  • iCost: iCost-exported bill file

⚠️ Important: Choose the correct source, otherwise parsing may fail.

Step 3: Pick a file ​

  1. Tap File path
  2. Select the file in the file picker
  3. Confirm the file name is shown

📝 Note:

  • The file must be stored locally on the device (accessible via the file manager)
  • Make sure the file format is correct (CSV or xlsx)
  • Make sure the file is not corrupted
  1. Tap Linked ledger
  2. Choose the ledger you want to import into
  3. Confirm the ledger selection

💡 Tip: If you only have one ledger, it will be automatically selected as the default.

Step 5: Parse the file ​

  1. Tap the Parse button in the top-right corner
  2. Wait for the system to parse the file (this may take a few seconds)
  3. After parsing succeeds, you will be automatically taken to the preview page

⚠️ If parsing fails:

  • Check that the file format is correct
  • Check that you selected the correct import source
  • Check that the file is not corrupted
  • Try re-exporting the file

Step 6: Preview and edit ​

After parsing succeeds, you can do the following on the preview page:

  • View all bill records: displayed grouped by date
  • Edit a single record: tap a record to modify its category, amount, time, etc.
  • Delete invalid records: long-press a record to delete it
  • Batch operations: choose to skip invalid records

📝 Recommendation: Before importing, preview the data first and make sure it is correct.

Step 7: Import data ​

  1. After confirming the data on the preview page is correct
  2. Tap the Import button
  3. Wait for the import to complete (this may take a few seconds)
  4. After a successful import, the result will be displayed

✅ Import successful: All valid records have been imported into the ledger. You can view them in the bill list.

📝 Template CSV Format ​

To import via template file, prepare a CSV in the format below.

CSV requirements ​

  1. Encoding: UTF-8 or GBK
  2. Delimiter: comma ,
  3. Header row: required in the first line

Example ​

csv
日期,类型,金额,分类,账户,备注,标签
2024-01-01,支出,100.00,餐饮,现金,午餐,工作餐
2024-01-02,收入,5000.00,工资,银行卡,月薪,

Field reference ​

FieldDescriptionRequiredExample
Transaction dateBill date, format: yyyy/MM/dd✅2026/01/01
Transaction typeExpense or income✅支出 / 收入
Parent categoryLevel-1 category name✅伙食
Child categoryLevel-2 category name under the parent✅早餐
Inflow amountAmount used when type is income✅100.00
Outflow amountAmount used when type is expense✅15
AccountAccount name (prefer an existing account)✅默认账户
NoteBill note❌午餐
TagsTag names, separated by commas❌工作餐,聚餐

Download the Template File ​

  1. On the import page, tap Download Template File
  2. The system will download a sample CSV file
  3. Use the template as a reference when preparing your data

⚠️ Notes ​

1. Data Format Requirements ​

  • Date format: must be YYYY/MM/DD (e.g. 2026/01/01)
  • Amount format: numeric, decimals supported (e.g. 100.00)
  • Transaction type: must be "支出" (expense) or "收入" (income)
  • Category & account: must already exist in the app; if missing, they will be created automatically during import

2. Data Validation ​

Before import, the system automatically validates data:

  • ✅ Valid records: correct format, can be imported normally
  • ⚠️ Invalid records: format errors, must be corrected before import
  • ❌ Skipped records: you can choose to skip invalid records and import only valid data

3. Duplicate Data Handling ​

  • Check for duplicate data before importing

4. Importing Large Data Sets ​

  • If the data volume is large (over 1000 records), import in batches
  • Keep the app in the foreground during import
  • After import, manually trigger a data sync

🔧 FAQ ​

Q1: Parsing failed? ​

A: Check the following:

  1. Is the file format correct (CSV or xlsx)?
  2. Did you select the correct import source?
  3. Is the file corrupted?
  4. Is the file encoding correct (UTF-8 recommended)?

Q2: Data is incomplete after import? ​

A: Possible reasons:

  1. Some records had format errors and were skipped by the system
  2. Categories or accounts don't exist — create them first
  3. Check invalid records on the preview page

Q3: Can I import images? ​

A: Image import is not supported at this time.

Q4: Can I edit records after import? ​

A: Yes. After import, you can edit or delete any record in the bill list.

Q5: Can I import multiple files at once? ​

A: Not at this time. You can only import one file per session. If you need to import multiple files, do them one by one.

💡 Tips ​

  • Back up existing data before importing
  • Verify data correctness after import
  • If you have questions, contact the developer via the "Feedback" feature

Last updated: Jan 2026