Unable to import my files

If you encountered any issues during your import, this article is designed to assist you in resolving them. Double check to see if your import file matches our export file as they should match, example file can be downloaded at the bottom of the page.

Minimum required information and rules

• Mandatory data
• Date must be in English or number format
• Support file formats
• Amount Formatting
• Account missing from the list.
• Currency must match your account

1. Mandatory data

   • Amount
   • Date

2. Date must be in English or number format

   • Import two-digit months and four-digit years to eliminate ambiguous date formats.
     • 28/02/2011 is clearly DD/MM/YYYY
     • 1/2/11 could be interpreted in various day/month/year combinations.

3. Support file formats

   • Your data files should be inone of the following formats
     • CSV
     • XLS / XLSX
     • OFX
   • Only supports the following delimiters
     • Caret ' ^ '
     • Comma ' , '
     • Hastag ' # '
     • Semicolon ' ; '
     • Vertical bar ' | '
       • My file has a different delimiter
         • Edit the file, replace the delimiter character with one of the supported options, and then save the modified file as a CSV. - Wallet exclusively supports files formatted according to the Open Financial Exchange Specifications 2.2. Please note that this is a large file; avoid opening it on your mobile device.

           • If your file is not formatted correctly

                  1. Export your data in CSV, XLS or XLSX format and try importing again.

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

1. 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).

2. The account not appearing in the list may be linked to any of the following reasons:

   • Your Account not a General Account. Imports are available only to General Accounts
   • If your account is linked to a bank, imports are unavailable. To access the Import option, ensure you disconnect your account from the bank first. Once completed, the Import option will be visible in your account.

3. Ensure that the currency matches the currency of your account

• To finalize your import, you may delete the currency column. However, please double-check your data after importing to ensure all remaining data remains accurate.