---
title: "Update Account Balances via File Import"
slug: "update-account-balances-via-file-import"
updated: 2026-04-15T12:19:51Z
published: 2026-04-27T11:25:52Z
canonical: "support.builtapp.com/update-account-balances-via-file-import"
stale: true
---

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

# Update Account Balances via File Import

As an administrator, you can add or subtract hours from an individual's account at any time. This article explains how to do a batch/bulk update of account balances via a file import.

## Create a CSV file (comma separated values) including these columns:

- First Name
- Last Name
- Work Email (or Employee ID will work as a unique ID too)
- Amount (the values in this column should be provided in hours)

## To import your CSV file:

*Only Company Admins, HR Admins, and HR Managers can modify all account balances. Limited Admins can modify the balances within their specified scope. Learn more about* [*managing user roles and permissions*](/v1/docs/managing-user-roles-and-permissions)*.*

1. Click your company name at the top of the main navigation, then click **Company Settings**.
2. Click the **Paid Time Off** tab.
3. Click the arrow next to the name of the policy for which you'd like to do the bulk balance modification.
4. Click **Import Balance Modifications**.
5. Click the **Upload CSV** button and import the file you created.
6. Confirm and/or edit the amounts and add an optional note.
7. Submit the modifications. Balances will then be updated, and an entry will be added to their transaction history. If you provide a note, it will be included on the transaction.

*You can also* [*modify a person's account balance*](/v1/docs/modifying-a-person-s-account-balance) *individually.*

Please contact our Customer Success Team for additional assistance.