Q: How can I upload expenses from multiple bank and credit card statements?
Adding expenses is fine, but how do I do a bulk upload of information so I can align with KPIs and run trend analysis? How can I edit the uploaded information, as not all expenses can be counted as expenses? How do I verify?
Dirks_FlowyTeam
May 6, 2025A: Hi, yes, you can bulk upload expenses from multiple bank and credit card statements in XLSX format through the Expenses module in FlowyTeam. After uploading, you can edit or recategorize any entry, especially if certain items shouldn’t be counted as expenses. Each entry can then be reviewed, verified, and aligned with your KPIs to support accurate tracking and trend analysis.
CyberStrategy1PLUSCan it accept pdfs statements?
Dirks_FlowyTeamPLUSThe platform don’t accept PDF statements directly so you’ll need to convert them to CSV or Excel format before uploading