Importing debts from a spreadsheet

Bring in a list from Excel or CSV instead of typing each one.

On Money Owed to Me or My Debts, press Import from a spreadsheet.

1. Choose your file: People who owe me, or People I owe. Upload an Excel (.xlsx) or CSV file of up to 500 rows. No list yet? Download our template.
2. Match your columns: Name, Amount and Date lent are needed. Due date, amount repaid so far, currency, phone, email, purpose and note are optional. Confirm how dates are written and the currency.
3. Check and import: rows with a problem show the reason. Correct them and press Check again, or leave them unticked. Press Import.

Good to know

• Each row becomes a private record. Any amount already repaid is recorded as one payment.
• Nobody on your list is emailed or texted.
• For 24 hours you can press Undo import to remove everything from that import at once.