Wallet by BudgetBakers is a personal finance app that connects to your bank. The ShareCost web app can read your Wallet transactions, route each bank account to a group and let you turn transactions into shared expenses, one by one or in bulk.
Connect your Wallet account
- In the web app, click Wallet Import in the sidebar.
- In Wallet's web settings, enable API access and copy your API token.
- Under Wallet Connection, paste it into Paste your Wallet API token and click Connect. The connection is tested automatically (Connection is valid.).
The Wallet API is available to Wallet users with an active Wallet Premium subscription and API access enabled. Otherwise the page explains what is missing, for example Wallet Premium and API access required or API access is disabled in Wallet, and what to do before pressing Test Connection.
Map bank accounts to groups
- Under Account Mappings, each Wallet account is listed. Click Refresh accounts if a new one is missing.
- Pick a group in Select a group... and click Map. Transactions from that account go into that group.
- Set Auto or Manual per mapping. Auto approves transactions immediately and creates the expenses; Manual puts them in the review queue.
- Use Pause mapping, Resume mapping or Remove mapping as needed.
Sync and review transactions
Transactions are synced automatically every 6 hours or manually. Click Sync Now for an immediate sync; the result shows New transactions: … and Auto-approved: ….
- Click View transactions (or … pending transactions). The page Wallet Transactions opens.
- Filter by Pending, Approved, Dismissed or All, and by account (All accounts).
- For each transaction, pick a category if needed, then Approve — create expense or Dismiss — skip this transaction.
- For many at once, tick them or Select all, then Approve or Dismiss.
Approved transactions become expenses in the mapped group, paid by you and split according to the group's default.
Good to know
- Update Token replaces an expired token: Your account mappings and transaction history will be preserved.
- Disconnect stops the import; confirm with Yes, disconnect.
- No pending transactions. Run a sync to fetch new ones. means the queue is empty.
- Check the amount and split of each approved expense in the group; the bank description becomes the expense description.