How can I make changes in the data I imported?

Once your files are imported, Wallet generates records from them and auto-categorizes them. You’ll then be able to edit individual Records as usual.

If you find that your data has not been imported the way you want, you can delete the entire imported file and all Records created from it at once.

Have more questions? Submit a request

11 Comments

  • 4
    Avatar
    Sergii Gavryliuk

    Hi.

    I have a problem with auto-categorized proces. I have a file with my old data, where "categories" is the same in my accounts at now. But after import app doesn`t recognize any categoies

  • 2
    Avatar
    Jorge Lima

    Hi,

     

    I have exactly the same problem as Sergii.

    The categories I'm trying to import are from the app itself, and mostly none of them are recognized.

    I can't go through them manually because there are hundreds of records.

  • 1
    Avatar
    PLFineArts

    There is no possibility to import csv files properly. 

    All the users have the same problem. After importing the csv file,  all the categories are not proper (almost all are the same), nevertheless the categories in application are compatibile with the csv categories.

    How can You sell the subscribtion for this application if this has such a serious bug!?

    The support doesn't answer any mails about this issue!

    IT IS NOT OK! 

  • 1
    Avatar
    Norberto Guimaraes

    I have the same problem as both previous commenters. Why aren't the categories that I already have mapped being imported?  Most of the auto-categorization is incorrect compared to my manually corrected categories. I am using the same category names that exist in the Wallet app. 

  • 0
    Avatar
    Gianluca Carrara

    Same issue for me :-(

  • 0
    Avatar
    Rauf Muhammed K

    To be honest with all the above users, I'm a returning Wallet customer.
    I have tried a number of apps but as I used Wallet for two years. But I could not see any other apps excelling like Wallet ( I consider UI + functionality + subscription fee etc)
    I have imported years of data without much issues.

    To help you better to import, please do as below.
    1. In Excel, remove duplicate for your old categories.
    2. Map the old categories to Wallet categories. Remove trailing white spaces.
    3. Fill your old transactions with mapped Wallet categories ( using VLookUp)
    4. Import.

  • 0
    Avatar
    Mickey Wachirawit

    I've been giving up Spendee App and buy a lifetime subscription of Wallet as now Spendee 5 beta is buggy and slow with no web version.

    Yes, that was a big mistake!
     
    Not only main category cannot fully customizable but also, I cannot migrate CSV file from Spendee to Wallet as the category is mess up from un-recognize category. None of them was imported correctly. Even I change category name in category column to be EXACT MATCH string. But still, the imported category one shows as 'Unknown' 
     
    What was worst is even when I tried importing from CSV from the Wallet app itself, still doesn't recognize category name from its own app which is so ridiculous. 
     
    How can machine learning is so lack of intelligent even on EXACT MATCH string from its own app ???
     
    Google Store rejected my refund request. Such a shame!
  • 0
    Avatar
    Fahd Badran

    Wallet does not care. I bought lifetime as well but that was a mistake. I'm moving to another app.

  • 0
    Avatar
    Mickey Wachirawit

    @Rauf Muhammed K

    So you're saying that import with category works for you ? 

  • 0
    Avatar
    Giovanni Francesco De Giorgi

    Ho lo stesso problema con le Categorie e sub-categorie che non vengono assolutamente importate dal file .csv, anche se, nell'anteprima, tutto sembra regolare e corretto. Avevo infatti il 30 marzo 2020 nella mia recensione su Google Play evidenziato questo grosso problema che di fatto non rendeva possibile l'importazione dei files con migliaia di transazioni. Sembra che questo problema sia un tabù perchè, come giustamente evidenziato da altri commentatori,  non viene mai affrontato e risolto. 

  • 0
    Avatar
    Michał

    I have used YNAB for over a year and decided to move to Wallet app, because of lower pricing. I had the same issues as you guys. 

    It's frustrating that the issue with importing categories has been mentioned in comments years ago and the team don't care!!!

    I even tried to debug web app to see what happens but I dont see any option to workaround this issue..

    Finally, I have imported my over 2000 rows in such a way: 
    - set categories as notes in the wallet import options
    - for each category there must be the same payee, then wallet takes "notes" as categories.. 

    Now I have impaired data, I don't know how much I paid for what, only Category spendings are more or less correct... 

    Dear Support team, do you even exist?! 

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