Where do I find data files to Import?

Wallet allows you to Import data files from your bank, spreadsheets or any personal finance management app that you may use. 


If Importing data files from the bank:

Usually, these files are available in the transaction history or bank statement section on your online banking site. If you don’t find them, please contact your bank’s help desk for further assistance.


If Importing data files from spreadsheets and apps:

Look for the Export/Download option. Find this in the File menu in MS Excel or Google Sheets. In personal finance apps, look in the app’s main menu or contact their help desk for assistance.


 To read about which kinds of files are supported, please see here.

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