Import your transactions or files

Web App

Minimum required information and rules

1. Your import file must have the following data
   • Amount
     • Amount Formatting
       • We only support left-to-right amounts (e.g., -100.00, not 100.00-).
       • We support both decimal points and decimal commas (e.g., 150.50 or 150,50), but please note that we do not support the use of thousands delimiters (e.g., 1000,0000 or 1000.000).
     • Ensure that the currency matches the currency of your account. All records must be in a single currency
   • Date
     • Dates must be in English or number format
       • Import two digit months and four digit years to avoid ambiguous formats
         • 28/02/2011 is definitely DD/MM/YYYY
         • 1/2/11 could be any combination of day/month/year
2. Your data files should be inone of the following formats
   • CSV
   • XLS / XLSX
   • OFX
3. Only supports the following delimiters
   • Caret ' ^ '
   • Comma ' , '
   • Hastag ' # '
   • Semicolon ' ; '
   • Vertical bar ' | '

• NOTE: We recommend that the file size contains a maximum of 1,000 rows.

How to import your file

1. Login to the Web App
2. Click on " Import" at the top of the screen
3. Select your "account"
   • If your account is not visible, it may not be a General account, imports are available only to General Accounts Unable to import my files
4. Click on " choose a file" to select one from your computer
   • You can also drag and drop the file on the green button.

Next steps

1. Does your file have a Header row?
   • Enable the Header row on the left and select " Next"
   • This is usually row 1, which shows the column titles such as Account, Date, Name, Amount, etc.
   • Align the last row in your file with the final row in your data.
2. Choose the accurate columns and ensure they are correct
   • Amount
   • Date
3. Optional You can identify the additional columns in your file - Note
   • Payee
   • Currency
4. Select Preview
5. Select Import - Do not see the import button?  - Follow this article to troubleshoot the issue.

The next time you import a file, Wallet will automatically display a preview for you to review and accept if everything is in order. However, it's crucial to double-check the accuracy of the data before importing.

Start over or delete the imported records

If you've made an error during the import process or wish to start over, you have the option to delete all records associated with that import. Please be aware that deleting the import file will result in the removal of all corresponding records.

1. Go to Imports
2. Select your Account
3. You’ll see a list of imported files
4. Select the file you want to delete
5. Select Delete
6. Select Yes
   • Deleting the import file will result in the removal of all records associated with it.

Add data to an existing account

1. Go to your existing account, select edit and disconnect.
2. Importing files is limited to General accounts. Kindly switch to a General account before initiating the import.
3. Follow How to import your data on the Web App.
4. Once the import is complete, return to the disconnected account, select " Edit," and then select " Deactivate Imports."
5. You can return the account to its original account type and connect again.

Android

This is currently not supported within the app. The application only provides a link that sends instructions to your email on how to perform the import process on the__Web App .

iOS

Not available please refer to the__Web App instructions

FAQ

My data has not been imported right

• If your data has not been imported correctly please refer to the article My data has not been imported correctly.

Email import does not work

• Termination of the email import function on 31.1.2024
  • For technical Reason we will no longer support this type of import. However, the possibility of import via Web app remains.