How do I import data to Wallet?

 

'Imports' is a free feature on Wallet. *We recommend using the Import feature in our Web app:* https://app.budgetbakers.com/auth/login

 

To import your data file(s) to Wallet, follow the instructions below.

  1. Export your data file(s) in CSV format from the source of your choice.
  2. Activate Import on the Account into which you want to import your file(s).
  3. You’ll now receive an email with instructions. Send your data file to the unique email address mentioned in the email as an attachment. **YOU ARE NOT DONE YET.**

Remember, currently Wallet only supports files in CSV, XLS, or OFX format. To learn more, go to our article What should my data files look like?

  1. Wallet will notify you once your raw data is processed. Once notified, you can Import files by clicking on the notification or by going to the Import data section in the side menu.
  2. You’ll now be taken to a screen that shows all your Accounts and Import details.

The number next to the name of each Account indicates the number of files Wallet has received that are ready to be imported. Read more here.

  1. Click on the Account you want to Import into.
  2. Set Import Rules. (See What are Import Rules?)
  3. Click the check mark when ready.
  4. Wallet will now show you how the first row of your data looks as per the rules you have set. Double check your data and confirm by clicking the check mark, or go back to edit rules.

Once your data is imported successfully, you can edit Records individually. Records that Wallet wasn’t able to categorize will be shown to you and you can edit them manually. If you find some errors in the Import, we suggest that you delete your Imported file and start over again.  

Have more questions? Submit a request

9 Comments

  • 1
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    Pedro Ignacio Leiva Chinchilla

    Which part of the web app or Android app can I do this?

    "Activate Import on the Account into which you want to import your file(s)." 

     

  • 0
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    Marin Mannies

    Hello Pedro, you can only do this through your Android app, in the specific account into which you want to import your file. Go into the main menu, then Imports, then choose your account. If you want to import into a bank-connected account you must first disconnect. 

  • 0
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    Antonio Kovacic

    Hello there,

    I have a question regarding the Import. How is data privacy managed when you send your files ?

    Thanks

     

    AK

  • 0
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    Manik Sethisuwan

    Hi, some of the accounts I have, are unable to to set "activate imports" for it. I've been a Wallet subscriber for 4 years now, and so I guess only the newer accounts created last year from a newer version of the app I could set "activate imports" for it. How do I import records into my other accounts?

    Also what happened to the old way of importing records through the site, at app.budgetbackers.com/app#/import ???

  • 0
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    Marin Mannies

    Hi Manik, you cannot import a file into a bank-connected account, so you must first disconnect. Imports are coming soon to our Web version! 

  • 0
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    Mateo Tibaquirá Palacios

    Marin, any ETA for the imports from the Web?
    I need to import a whole year and that would make it easier I hope

  • 0
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    Marin Mannies

    Hi Mateo, not an exact ETA, but my Web guys are testing it now and hope to release it within a week. 

  • 0
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    Ian O'Donnell

    Hi Marin, any update on that?

  • 0
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    Marin Mannies

    Hi Ian, Imports for Web have been a bit delayed. Still no exact ETA. But my Web guys say it will be in February!

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