How do I import transactions from a spreadsheet?

In Transactions, select Import, choose the account and download the Excel template. Fill in one row per transaction, upload the file and select Import. If any row has a problem, nothing is imported and the errors are listed.

Where to find it in EasyTaxer: Money → Transactions, then Import

Nothing loads from YouTube until you press play. The video has captions: turn them on with the CC button in the player. You can also watch it on YouTube. The steps below are the text version of this video.

Before you start

Your transactions are in an Excel spreadsheet (.xlsx). Only Excel spreadsheets are accepted.

Step by step

Open Transactions, check the business shown at the top of the screen, and select Import.
Choose the account the transactions belong to.
Select Download Excel template. Fill in one row per transaction: Date, Description, Amount, Transaction Type, and for a cost its Category and Business Use %.
Drop the finished spreadsheet on the upload area, or click it to browse. It can be the .xlsx, or the template saved as .csv (in Google Sheets: File, Download, then .xlsx or .csv).
Select Import. Every row is validated first: if any row is invalid, nothing is imported and the errors are listed so you can fix the file and try again.
The imported transactions appear in the list, ready for your quarterly update.
Keep the same spreadsheet and upload it again whenever you add rows: rows already imported are recognised and only the new ones are added. If a row looks like a transaction already in EasyTaxer, or would change a quarter you have already sent to HMRC, you are asked before anything is imported.

Steps: the text version of this video

Import

To add lots of transactions at once, open Transactions and select Import.
Download the template

Choose the account, then download the Excel template. Fill in one row per transaction: the date, a description, the amount, the type, and for a cost, its category and business use.
Upload your spreadsheet

Upload the finished spreadsheet. Every row is checked first. If any row has a problem, nothing is imported, and the errors are listed so you can fix them.
Import

Select Import. The new transactions appear in your list with their categories, ready for your quarterly update.

What happens next

The imported transactions appear in your list, ready for your quarterly update.

Related

On the same page in EasyTaxer: How do I add, categorise, edit and delete transactions for my self-employment?
MTD for sole traders: what it means for you (guide)
How to submit a quarterly update (guide)
What records to keep for Making Tax Digital (guide)
Previous in this playlist: How do I attach a receipt to a transaction?
Next in this playlist: How do I add a bank account in EasyTaxer?
All help articles
Still stuck? Use Contact support in the menu under your name inside EasyTaxer, or email info@easytaxer.com.

Checked against EasyTaxer on 26 September 2026. Screens can change between releases; if something here does not match what you see, please tell us.