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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
- Open Alipay
- Tap Me
- 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
- On the Bills page, tap ... (top-right)
- Select Transaction statement / Bill export (wording may differ)
- Choose Personal reconciliation and tap Apply
Step 3: Select export options
- Choose transaction type: All / Income / Expense
- Choose the time range (e.g. last month / last 3 months)
- 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
- 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)
- 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
- Open Expense Tracker: Koala
- Tap Settings
- Find Bill Import
- Enter the bill import page
Step 2: Choose the import source
- Tap Import source
- Select Alipay
⚠️ Important: You must choose Alipay, otherwise the file cannot be parsed correctly.
Step 3: Pick the file
- Tap File path
- Select the CSV file exported from Alipay
- Confirm the file name is shown
Step 4: Link a ledger
- Tap Linked ledger
- Choose the target ledger
💡 Tip: If you only have one ledger, Koala links it automatically.
Step 5: Parse the file
- Tap Parse (top-right)
- Wait for parsing to finish (may take a few seconds)
- If successful, you will be taken to the preview page automatically
⚠️ If parsing fails:
- Check that the file format is correct
- Check that the import source is set to Alipay
- Check that the file is not corrupted
- Try exporting the file again from Alipay
Step 6: Preview and edit
After parsing, you can:
- View all records: grouped by date
- Edit a single record: tap a record to change:
- Category (income/expense category)
- Amount
- Time
- Account
- Tags
- Notes
- Delete invalid records: long-press a record to delete
- Batch operations: choose to skip invalid records
📝 Recommendations:
- Review the data before importing to make sure it is correct
- Check that categories are matched correctly
- Check that amounts are correct
- Adjust categories and accounts manually if needed
Step 7: Import data
- After reviewing the data on the preview page, confirm everything looks correct
- Tap Import
- Wait for the import to finish (may take a few seconds)
- After import completes, the result will be shown
✅ Import successful: All valid records have been imported into your ledger. You can view them in the bill list.
📋 Alipay CSV columns (reference)
Alipay’s CSV export typically contains:
| Column name (as exported) | Meaning | Example |
|---|---|---|
| 交易时间 | Transaction time | 2024-01-01 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 account | xxx@163.com |
| 商品说明 | Item description | Lunch / Shopping |
| 收/支 | Income / Expense | 收入 / 支出 |
| 金额 | Amount | 100.00 |
| 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 matching
- The system will try to match categories automatically, but results may not be fully accurate.
- It is recommended to check whether categories are correct on the preview page.
- Adjust categories manually if needed.
4. Account matching
- The system will try to match accounts based on "payment source" or other information.
- If an account does not exist, the system will create it automatically.
- It is recommended to create common accounts before importing.
5. Duplicate handling
- If an imported record duplicates an existing record (based on transaction identifiers), the system will skip it automatically.
- It is recommended to check for duplicate data before importing.
6. Refund handling
- If the bill contains refund records, the system will try to identify and handle them.
- Refund records are usually marked as "已退款" (Refunded) or "退款成功" (Refund successful).
- It is recommended to check refund records on the preview page.
7. 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:
- Your Alipay version is too old
- 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:
- Whether an email address is linked in Alipay
- Whether the email address is correct
- Spam/junk folder
- Try “Save to Files” (if available)
Q3: Parsing failed.
Check:
- File format is CSV
- Import source is set to Alipay
- File is not corrupted
- 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:
- Import up to 3 months per file
- Split large ranges into multiple files
- 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
- Import regularly (e.g. monthly) to keep data up to date
- Review categories after import for better statistics
- Create common accounts ahead of time to avoid messy auto-created names
- Consider backing up your data before importing
- Review refund records after import
Last updated: May 2026