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

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📁 Supported File Formats

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

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🚀 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

Step 4: Link a ledger

1. Tap Linked ledger
2. Choose the ledger you want to import into

Step 5: Parse, preview, and import

1. Tap Parse (top-right)
2. Review records on the preview page
3. Edit or delete invalid records if needed
4. Tap Import

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📝 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

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

Field	Description	Required	Example
Transaction date	Bill date, format: yyyy/MM/dd	✅	2026/01/01
Transaction type	Expense or income	✅	支出 / 收入
Parent category	Level-1 category name	✅	伙食
Child category	Level-2 category name under the parent	✅	早餐
Inflow amount	Amount used when type is income	✅	100.00
Outflow amount	Amount used when type is expense	✅	15
Account	Account name (prefer an existing account)	✅	默认账户
Note	Bill note	❌	午餐
Tags	Tag names, separated by commas	❌	工作餐,聚餐

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⚠️ Notes

• Date: must be YYYY/MM/DD (e.g. 2026/01/01)
• Amount: numeric, decimals supported (e.g. 100.00)
• Type: must be 支出 (expense) or 收入 (income)
• Category & account: if missing in Koala, Koala may create them during import

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📚 Related Guides

• WeChat Bill Import
• Alipay Bill Import
• Multi-ledger

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Last updated: Jan 2026