> ## Documentation Index
> Fetch the complete documentation index at: https://support.i.moneyforward.com/llms.txt
> Use this file to discover all available pages before exploring further.

# 5. Import CSV Data (Cost)

> Learn how to import CSV data and manage it in Cost Management.

#### Cost Management via CSV Data

By customizing and importing CSV data exported from accounting or expense systems,
you can manage SaaS costs (Insights and [Spending](/en/it-management/cost-management/pawv3ttutu-spending)).

#### Import Steps

1. Go to **Spending** and click \[**`Import Spending Data`**] in the upper right of the Spending section.

   <img src="https://mintcdn.com/moneyforwardi/INQtz4Qfwz6vAyjM/images/it-management/pkjmixl49n/1781212691168-2026-06-12-6-18-02.png?fit=max&auto=format&n=INQtz4Qfwz6vAyjM&q=85&s=60e7542f382726b3dbd7a70c3ca0c4fc" alt="Import Spending Data button" width="1920" height="288" data-path="images/it-management/pkjmixl49n/1781212691168-2026-06-12-6-18-02.png" />

2. The **Import Spending Data** screen appears.
   Download the CSV template for import and save it to a folder of your choice.

   <img src="https://mintcdn.com/moneyforwardi/k1A0_nGB9VKfFPVo/images/it-management/pkjmixl49n/1757214863063-dl.png?fit=max&auto=format&n=k1A0_nGB9VKfFPVo&q=85&s=366dbe75341c4156b951e147b38f622c" alt="Template download screen" width="489" height="344" data-path="images/it-management/pkjmixl49n/1757214863063-dl.png" />

3. Open the downloaded template file and fill in each field according to the format.

   <img src="https://mintcdn.com/moneyforwardi/k1A0_nGB9VKfFPVo/images/it-management/pkjmixl49n/1659499910543-image.png?fit=max&auto=format&n=k1A0_nGB9VKfFPVo&q=85&s=25c2ced757524e053982fbce44abf551" alt="CSV template input example" width="1464" height="270" data-path="images/it-management/pkjmixl49n/1659499910543-image.png" />

   | Field                   | Input format                                           |
   | ----------------------- | ------------------------------------------------------ |
   | Date (required)         | Use YYYY-MM-DD or YYYY/MM/DD format.                   |
   | Amount (required)       | You can use a dot to indicate decimal places.          |
   | Currency (required)     | Use USD or JPY. You cannot mix currencies.             |
   | Note (optional)         | Use this field for transaction details or other memos. |
   | Service Name (optional) | Enter the SaaS name.                                   |

   <Info>
     * Row 7 contains a default description row — delete it before importing.
     * Delete any unnecessary blank rows, as they will cause the import to fail.
   </Info>

4. After creating the file, save it in **CSV format**.

   <Info>
     * Including the date in YYYY-MM-DD format in the file name makes it easier to identify later.
     * Supported character encodings for CSV files are **UTF-8, EUCJP, JIS, and SJIS**.
     * Device-dependent characters are not supported.
   </Info>

   <img src="https://mintcdn.com/moneyforwardi/k1A0_nGB9VKfFPVo/images/it-management/pkjmixl49n/1659500184091-image.png?fit=max&auto=format&n=k1A0_nGB9VKfFPVo&q=85&s=e27897a2c6ac756ea01b60bda20f9a35" alt="File save screen" width="1244" height="568" data-path="images/it-management/pkjmixl49n/1659500184091-image.png" />

5. Drag and drop the file onto the Import Spending Data screen to start the import.

   <img src="https://mintcdn.com/moneyforwardi/k1A0_nGB9VKfFPVo/images/it-management/pkjmixl49n/1757214872683-u.png?fit=max&auto=format&n=k1A0_nGB9VKfFPVo&q=85&s=2da38f4ad1e35f9995cd62e186428e1a" alt="File drag-and-drop screen" width="489" height="344" data-path="images/it-management/pkjmixl49n/1757214872683-u.png" />

6. When the import completes successfully, a confirmation message appears. If it fails, correct the CSV file according to the error message.

<img src="https://mintcdn.com/moneyforwardi/k1A0_nGB9VKfFPVo/images/it-management/pkjmixl49n/1659500677498-image.png?fit=max&auto=format&n=k1A0_nGB9VKfFPVo&q=85&s=2c27e1b62cd6529be3659f72b1a4be25" alt="Import completion message" width="457" height="51" data-path="images/it-management/pkjmixl49n/1659500677498-image.png" />

#### Reviewing Imported Data

Go to **Spending** and click the **All Sources** filter to view the imported file names and import timestamps.

<img src="https://mintcdn.com/moneyforwardi/INQtz4Qfwz6vAyjM/images/it-management/pkjmixl49n/1659501100641-image.png?fit=max&auto=format&n=INQtz4Qfwz6vAyjM&q=85&s=cd23b73070284d56be0ccc63db79084d" alt="Import history screen" width="910" height="526" data-path="images/it-management/pkjmixl49n/1659501100641-image.png" />

Verify that the imported data is reflected correctly.

<img src="https://mintcdn.com/moneyforwardi/k1A0_nGB9VKfFPVo/images/it-management/pkjmixl49n/1659501260931-image.png?fit=max&auto=format&n=k1A0_nGB9VKfFPVo&q=85&s=044ab2efab5595ab8c2165fc306ffdf2" alt="Imported data confirmation screen" width="1665" height="258" data-path="images/it-management/pkjmixl49n/1659501260931-image.png" />
