My data file is in CSV format, but I'm still getting an error message!

If your data files are in CSV format, please check the following:

Minimum required information

For Wallet to generate a Record from your data, it must at least have information about the Amount and Date for every transaction. Wallet may not support your file if it doesn’t contain relevant data to match these fields.

Currency does not match

Wallet may not support files that contain transactions in currencies different from the one your Account is set to. Please check this before you Import.

Delimiter character

Currently, Wallet only supports CSV files with the delimiter characters comma (,), semicolon (;) and hashtag (#). If your file has a delimiter character other than these, you could:

  1. Edit the file on MS Excel and change the delimiter character to one of the above and save it as a CSV file.
  2. Make a request via this form to our developers for your delimiter character to be supported in future releases.
Have more questions? Submit a request


Please sign in to leave a comment.