Import Revolut Business Expenses into Bexio Accounting Automatically

info

This guide is tailored for Revolut Business (black app).

If you're using Revolut Personal (white app), check out this guide instead: Revolut Personal Statements for import in Bexio

attention

Earlier versions of Revolut expenses only exported expenses which

• do have a linked receipt
• or were manually marked as expenses.

If you decide to use Revolut expenses instead of Revolut transactions, ensure to mark all transactions as expenses in Revolut before exporting them.

➡️ We recommend using the Revolut Transactions for import in Bexio importer instead.

Your CSV File from Revolut

Assuming the CSV/Excel file you want to import into Bexio has the following structure:

info

Revolut updated their CSV export format in Nov/Dec 2023.

New format since Nov/Dec 2023:

Old format until Nov/Dec 2023:

astuce

If you fill out the category name and tax name columns in Revolut:

• use the optional fields Section A if the category name and tax name columns are identical to your Bexio account numbers (e.g., 6000) and tax codes (e.g., VM77)
• use the optional fields Section B to make the fields accessible in the transaction rules

1. Set Up a New Import Channel

Follow the quick start guide to establish the import channel.

During setup, choose the header template: Revolut Business Expenses (public).

Then click on Load (Refresh button).

astuce

If your file has different column names or you use a different credit card issuer, no worries. Create a custom header template or request our assistance:

a) Create a New Template

• Click on the plus sign with no header template selected.
• If a header template is selected, change it to empty, click Load, then click the plus sign.
• more info

b) Duplicate an Existing Template

• Select the header template, click Load (Refresh button), and then click the plus button. This creates a copy of the current template.
• more info

c) Ask for Help

• Or request the free setup service
• Or contact us for additional assistance

2. Process Your First File

After setting up the import channel, follow this guide to process your first file.