How do I import data into Wallet?

 The Import feature is free in Wallet! *We recommend using the Import feature in our Web app:* How to IMPORT your file on Wallet's WEB version

 

To import your data file(s) to Wallet through your Android device, 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 format and info does my IMPORT file need?

  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

10 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!

  • 0
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    Николай Грачев

    Hi!
    Here is what I found while trying to use import.

    1. Categorization doesn't work at all. Please provide detailed instructions, how to map record to specific category in the system (including sub category)
    2. Positive numbers for Income were not recognized as valid number. I have to split in 2 columns and provide incomes with negative sign (-1000 instead of 1000)
    3. How to configure a transfer between accounts ?

    4. Please make loaded data editable (in preview table). It's so stupid to cancel the whole import, remove loaded file, then make change to local file, and finally run the import again. Just to find out that you need to change another value in some row to fix validation.

    Regards,
    Nick

    Edited by Николай Грачев
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