Import

Google Sheets import

Bring assets or liabilities across from a Google Spreadsheet in one shot: download the sheet as a CSV file, then load it with Ember's CSV import. Ember reads the file once and creates rows — it does not stay in sync with the spreadsheet.

1

Arrange the spreadsheet columns

  1. Make the first row a header row whose names match Ember's CSV templates exactly (case-sensitive) — the expected headers are listed under Spreadsheet format below, and the CSV import page has a downloadable template for each data type.
  2. Keep value columns as plain numbers — remove currency formatting and thousands separators before downloading (see the formatting notes below).
2

Download the sheet as CSV

  1. In Google Sheets, open the tab you want to export — CSV download only covers the currently open sheet, not the whole workbook.
  2. Go to File → Download → Comma-separated values (.csv). The file saves to your downloads folder.
3

Import the file into Ember

  1. Go to Ember's CSV import page — also reachable via the ↑ Import CSV button on the Assets and Debts pages.
  2. Pick the data type tab — Assets, Liabilities, Pensions, Contributions, or Planned events.
  3. Click the file picker and choose the CSV you downloaded.
  4. Check the preview rows, then click Import. Rows that fail validation are skipped, and you get a per-row report after the upload.

Imports go into your active scenario — switch scenarios first if you want the rows somewhere else.

Spreadsheet format

Headers must match Ember's templates exactly (case-sensitive). Optional columns can be left empty — empty cells are treated as “not set”. The two most common imports:

Assets

name, assetClass, value, currency,
isInvestable, taxWrapper, region,
annualGrowthPct

assetClass: equity | bond | cash | crypto | gold | real_estate | pension_dc | other. value is in major units (300000 = 300,000 GBP).

Liabilities

name, type, balance, currency,
annualInterestRate, rateType,
monthlyPayment, startDate, endDate,
isInterestOnly, balloonPayment,
offsetsInvestable

type: mortgage | personal_loan | credit_card | vehicle_finance | business_debt | student_loan | other. annualInterestRate can be 4.5 (percent) or 0.045 (decimal).

Formatting notes: numbers must be plain (12500, not £12,500.00) — a currency-formatted cell can export with symbols or separators and fail, or worse, misparse (12,500 reads as 12). Dates must be YYYY-MM-DD. Booleans accept true / false / yes / no / 1 / 0. Full header references for all five data types are on the import page.

One-shot only — no live sync

The import creates new rows in Ember from the file at the moment you click Import. Subsequent changes to the spreadsheet are not reflected automatically. Export and import again if you want to pull updated data — existing rows will be duplicated, so delete the old ones first from the Assets or Debts pages.