Import Center

Expense Imports

One-time property expense import fields, validation, append-only behavior, and reporting impact.

Overview

Expense imports add one-time posted property expenses. Use this import for costs that already happened and should appear in property cashflow and accounting reports.

Expense imports append new posted expense rows. They do not intentionally overwrite or delete existing property expenses.

Import Center expense upload format showing one-time expense import columns and upload controls. — **Expense Import Format**Use Expense Imports for posted one-time costs, not recurring schedules.

Template Columns

company_id and company_name: company context. Do not edit company_id.
property_id: prefilled by PropioLedger. Do not edit.
property_address and address columns: readable property context.
date_paid: required expense date.
expense_type: required supported expense category.
amount: required expense amount.
paid_by: optional landlord/operator, tenant, or owner.
vendor and notes: optional supporting detail.

Validation Rules

Property ID must belong to the selected company.
Date paid is required.
Expense type must be a supported expense category.
Amount must be greater than 0.
paid_by must use one of the supported controlled values when provided.

What Import Creates

Confirming expense import creates property_expenses rows. Those rows appear in the property Expenses Summary and Ledger, property cashflow, Cashflow Report, Accounting Report, and dashboard expense metrics.

Do not import the same historical cost as both a one-time expense and a recurring expense occurrence unless duplicate expense activity is intentional.

Last Updated

May 2026