# Bring your spreadsheet into Jayb

Source: https://www.jayb.io/features/import-expenses-from-excel

Jayb is an AI budgeting app and money manager that reads your spreadsheets in whatever layout they're in. Send Jayb AI a CSV, Excel (.xlsx) or older Excel (.xls) file, such as a team's expense sheet, a home budget or a list of accounts, and it reads every sheet. Ask it questions and it answers from the sheet's exact totals; ask it to add the rows and it turns them into transactions, or adds the accounts, categories and budgets the sheet lists.

## Any layout

- CSV, .xlsx and .xls files; every sheet in the file is read, and a title above the table is fine.
- Amount and date columns, separate money-out and money-in columns, or an income/expense column.
- Each row gets its own category; totals lines are skipped.

## Ask it about the sheet

- Answers come from the sheet's exact totals, by category, person or month.
- Handy for a shared expense sheet: who spent what, and on what.

## Turn it into transactions

- Rows are added as transactions on one Confirm card, up to 150 per card.
- Rows already in Jayb are left out.
- Categories or accounts that aren't in Jayb yet are asked about first.
- It can add the accounts, categories or budgets a sheet lists instead.

## What people send

- A team's expense sheet: ask who spent what, then add its rows as transactions.
- A home budget: add its categories and budgets to Jayb in one go.
- A list of accounts with balances: add them all as accounts.

## Statements and Hysab Kytab files

- A bank statement export (one with a running balance) is reconciled against your account like any statement.
- A Hysab Kytab export belongs on the Import screen, which brings across your whole history.

## How it works

1. **Attach the file**: Send the CSV or Excel file to Jayb AI in the chat.
2. **Ask or instruct**: 'What did we spend on travel?', or 'Add these as expenses from my HBL account'.
3. **Answer any questions**: If a category or account isn't in Jayb, it asks what to do.
4. **Confirm**: One tap adds the rows; rows already recorded are left out.

## Who it's for

- People moving from a budget spreadsheet to an app.
- Teams or families who keep a shared expense sheet.
- Anyone with an export from another app or a bank.

## Questions

### Which spreadsheet files work?

CSV, Excel .xlsx and older Excel .xls files, in any layout, up to 4 MB.

### Will importing the same sheet twice create duplicates?

No. Rows already in Jayb are left out.

### How many rows can it add at once?

Up to 150 rows on one Confirm card.

### Can I import a Hysab Kytab export this way?

Use the Import screen for that: it's built for Hysab Kytab's own files and reconciles every account.

### What if the sheet uses a category I don't have?

Jayb AI asks you about it before adding anything.

## Related

- [Statement checks](https://www.jayb.io/features/bank-statement-reconciliation.md)
- [Hysab Kytab alternative](https://www.jayb.io/features/hysab-kytab-alternative.md)
- [Receipts and written lists](https://www.jayb.io/features/receipt-scanner.md)
- [Jayb AI](https://www.jayb.io/features/ai-money-assistant.md)