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Alipay Bill Import Guide

📋 Overview

This guide shows you how to export bills from Alipay and import them into Expense Tracker: Koala (“Koala”).


📱 Part 1: Export bills in Alipay

Step 1: Open the Bills page

  1. Open Alipay
  2. Tap Me
  3. Tap Bills

📝 Note: Entry points may vary by Alipay version. If you can’t find it, try searching “账单” in Alipay.

Step 2: Start export

  1. On the Bills page, tap ... (top-right)
  2. Select Transaction statement / Bill export (wording may differ)
  3. Choose Personal reconciliation and tap Apply

Step 3: Select export options

  1. Choose transaction type: All / Income / Expense
  2. Choose the time range (e.g. last month / last 3 months)
  3. Choose delivery method: Alipay / Email

💡 Tips:

  • Export up to 3 months at a time to avoid very large files.
  • For longer history, export multiple files.
  • If you choose email, Alipay sends the file as an attachment (make sure your email is configured).

Step 4: Save the file to your device

  1. If delivered via email:
    • Open your mailbox and find the message from Alipay
    • Download the attachment (CSV)
    • Save it locally (so the file picker can access it)
  2. If “Save to Files” is available:
    • Save it to your Downloads folder
    • Remember the location

📝 Where the file usually goes:

  • iOS: Files app → Downloads
  • Android: Downloads folder or Alipay folder

📱 Part 2: Import into Expense Tracker: Koala

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

  1. Tap Import source
  2. Select Alipay

⚠️ Important: You must choose Alipay, otherwise the file cannot be parsed correctly.

Step 3: Pick the file

  1. Tap File path
  2. Select the CSV file exported from Alipay
  3. Confirm the file name is shown
  1. Tap Linked ledger
  2. Choose the target ledger

💡 Tip: If you only have one ledger, Koala links it automatically.

Step 5: Parse, preview, and import

  1. Tap Parse (top-right)
  2. Review records on the preview page
  3. Edit categories/accounts/notes if needed
  4. Tap Import

📋 Alipay CSV columns (reference)

Alipay’s CSV export typically contains:

Column name (as exported)MeaningExample
交易时间Transaction time2024-01-01 12:00:00
交易分类Category label餐饮美食/日用百货
交易对方Counterparty张三 / Merchant name
对方账号Counterparty accountxxx@163.com
商品说明Item descriptionLunch / Shopping
收/支Income / Expense收入 / 支出
金额Amount100.00
收/付款方式Payment method/account余额宝
交易状态Status交易成功 / 已退款
交易订单号Transaction order no.20240101...
商家订单号Merchant order no.1234567890
备注Note备注内容

📝 Note: Column names may vary slightly by Alipay version, but the meaning is the same.


⚠️ Notes

1. File requirements

  • Encoding: UTF-8 is recommended (Alipay exports may be UTF-8 or GBK)
  • Format: CSV only (.csv)
  • Size: recommended under 10MB per file

2. Field mapping (how Koala imports)

Koala maps Alipay columns to Koala fields automatically:

  • Transaction time (row[0]) → bill date (date only, yyyy-MM-dd)
  • Category (row[1]) → category (parent and child set to the same name)
  • Counterparty / account / item / status / order numbers → appended into the bill note (combined)
  • Income/expense (row[5]) → bill type (income/expense)
  • Amount (row[6]) → bill amount
  • Payment method (row[7]) → account (matched by name; created if missing)
  • Note (row[11]) → bill note (used as the original note; “/” or empty is ignored, then Koala appends extra lines)

3. Category and account matching

  • Automatic matching may not be perfect; review and adjust in the preview page.
  • If an account does not exist, Koala may create it automatically.

4. Duplicate and refund handling

  • If a record is detected as a duplicate (based on transaction identifiers), Koala may skip it.
  • Refund-related records are usually marked as “已退款/退款成功”; review them in the preview page.

5. Avoid manual edits to the export file

Do not modify the exported file (especially headers/columns). Renaming headers, deleting columns, or adding columns may cause parsing to fail.


🔧 FAQ

Q1: I can’t find “Bill export”.

Possible reasons:

  1. Your Alipay version is too old
  2. The entry point is different

Try:

  • Tap ... on the Bills page
  • Look for Bills under Me
  • Search “账单导出” in Alipay

Q2: I didn’t receive the email.

Check:

  1. Whether an email address is linked in Alipay
  2. Whether the email address is correct
  3. Spam/junk folder
  4. Try “Save to Files” (if available)

Q3: Parsing failed.

Check:

  1. File format is CSV
  2. Import source is set to Alipay
  3. File is not corrupted
  4. Encoding is correct (UTF-8 or GBK)

Q4: Categories look wrong after import.

This can happen because Alipay’s category labels may not match Koala’s categories exactly. Review and adjust categories in the preview page, or batch-edit after import.

Q5: Can I import images?

Not supported.

Q6: How much history can I import?

There is no strict limit, but it’s recommended to:

  1. Import up to 3 months per file
  2. Split large ranges into multiple files
  3. Keep the app in the foreground during import

Q7: Why is only CSV supported?

Alipay currently exports bills in CSV. If Excel export becomes available, the guide will be updated.


💡 Tips

  1. Import regularly (e.g. monthly) to keep data up to date
  2. Review categories after import for better statistics
  3. Create common accounts ahead of time to avoid messy auto-created names
  4. Consider backing up your data before importing
  5. Review refund records after import

Last updated: May 2026