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New Feature: Expense Importing

by Andy Johnson on November 10, 2016 in News & Updates

The money you spend is just as important as the money you earn, which is why we’re continuing to make improvements to Harpoon’s expense-tracking features. Earlier this year we added the ability to automate your recurring expenses, along with a new Expense Report to make tax time a bit easier. And today we’re excited to introduce expense importing to the mix. This will help save you time by eliminating much of the manual work previously required to record your expenses. Here’s how it works:

When viewing your main Expenses screen you’ll find a new “Import” action in the utility bar.

Clicking this action allows you to upload a CSV file from your bank account or credit card. CSV is one of the most common and simple file formats available for download from most banks. You can typically download a CSV file of your monthly bank account or credit card statements, or your bank might even let you select your own date range of transactions for the CSV file.

After you’ve selected your CSV file in Harpoon you’ll be asked for some quick information about the file.

This information helps Harpoon translate your CSV file properly so that all of your expenses end up neat and tidy once imported into your Harpoon account. All that’s left to do is click the Import button and your new expenses will be recorded in Harpoon.

At this point you can use a combination of filters, live search, and bulk actions to do any clean up to the newly imported expenses that you feel is necessary.

For example, your bank might have an “ugly” way of recording the names of your vendors and you might want to clean up those names to something more friendly. And of course you’ll want to assign expense categories to any newly imported expenses as well.

We’ve also included some “invisible” features that will save you even more time. Harpoon will remember any vendor or category edits you make to your imported expenses and automatically apply those changes the next time you import an expense with the same original vendor name. It’s a great “edit-once-and-forget-it” experience.

If you haven’t already you should have a dedicated bank account or credit card to handle all of your business expenses. This keeps your personal spending separate from your business spending. And then once a month you can import a CSV file of your latest bank account or credit card statement into Harpoon, handling a month’s worth of expense tracking in just a few minutes.

We hope this new feature not only saves you time, but helps bring more accuracy to your expense tracking by eliminating the possibility of forgetting to record an expense when doing everything manually. Enjoy!

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