What are Import Rules?

When importing your data to Wallet, you can set rules on how your data should be read from your file and show up in the app. 

Once you start importing a file, Wallet will show you this screen:

 Untitled_design__2_.png

In the first section of the screen, as shown above, you'll see Your Import File Settings.

Here's what the four fields in this section mean:

Delimiter character: This is the character that that separates independent regions in your data file. Currently, Wallet only supports comma (,), semicolon (;) and hash (#) as delimiter characters, if your file has a different delimiter character, click here to learn more. 

Has header row: This tells you if your data file has a header row or not. 

First row: Indicates the row from which Wallet will start generating records. 

Last row: Indicates the row up to which Wallet will create records. 

Wallet processes your data file and automatically makes guesses for each of these fields. But you're free to make changes by clicking on the arrow in each field, which will open a drop down menu. 

In the next section, you'll see the Minimum required Fields.

Untitled_design__1_.png

These show the minimum required information your data file should have for a corresponding Record to be generated in Wallet.

The left-hand side of this section shows the required fields in Wallet. i.e, Amount and Record Date.

The right-hand side of this section shows the Fields in CSV, or the available options in your data file. 

Make sure that the data appearing beneath each of the required field is, in fact, corresponding to the field or not. If not, you can edit this by going through the available options in the drop down menu on the right. 

For instance, in the above example, the number beneath the field Amount is 1. And to its right, Wallet says that this information has been taken from the field named Sl. No. in the CSV file. But we know that this stands for Serial Number and that the data in this field is not right. So click on the arrow next to it to select an Amount from the available options.

Note: The CSV file uploaded in this example has headers, which is why it shows clear field names. If your data file doesn't have a header, this section may only show "Column 1, Column 2..." etc. or just plain numbers. Browse through the available options until you find the right value corresponding to the field on the left. 

Once you have set the minimum required fields, move on to the next section.

This is the Other Transaction fields section. Here you'll be able to enter more details of your data. 

Untitled_design.png

Here you see the same structure, but Wallet asks you for three different fields: Note, Payee and Currency Code.

As explained above, toggle through the available options until you assign the right values to the fields.

Sometimes your data file may not have the required fields as listed onscreen. If so, select the None option from the drop down menu. 

If you want Wallet to auto-categorize our data, make sure that you set the right value for the Note field.

Once done, click on the check mark to confirm these rules. If there is an error, Wallet will notify you and you can rework your rules. Wallet also gives you a preview of how the first record of your data will look in Wallet. You can double check your rules and go back to edit them if you aren't happy. 

Wallet will remember the Import rules you set for your future imports. You can change them, if needed, depending on the structure of your data files. 

 

 

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9 Comments

  • 0
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    Lennon Emmanuel

    How i add deposits and withdrawals

  • 0
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    Sinclair Richo

    Show balance

  • 1
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    Jan Mejsnar

    I´ve tried to impport data many times, but Wallet always auto-categorized my records. I want to import data from another app where I have my categories (I created the same in Wallet). I have set the right rules in import but I need the walet takes my catagories ( I have tried to do not add note field but it didn´t work as well). Is there any way, how to set my own categories? If not, I can´t import date from old app and I can´t use Wallet, unfortunatelly. Thank you, Jan

  • 0
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    Janel Norwood

    I have set the required rules for import, but keeps giving me an error saying "Your data could not be imported. Incomplete rules: Please set up import rules for all required fields." I cannot see what else I need to besides other than what I've done to get me past this.

  • 0
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    G Duncanson

    I have the same question as Janel. But you've not posted a response yet, or if you have I can't find it. Help

  • 0
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    Libby McKain

    Janel Norwood and G Duncanson, I had the same problem as you, but then I downloaded the file as OFX and I didn't even have to put in import rules - it automatically imported. I hope this helps :)

  • 0
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    Joseph Gan

    I am having trouble IMPORTING both csv or xls. It gave me an error

    "one of parsing error: getMappingIni"

    Anyone faced similar issue. If you do kindly advise.

  • 0
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    Ruethairat Kaeokunsri

    ฉันได้ตั้งกฎที่จำเป็นสำหรับการนำเข้าแล้ว แต่ยังคงให้ข้อผิดพลาดว่า "ไม่สามารถนำเข้าข้อมูลของคุณได้กฎที่ไม่สมบูรณ์: โปรดตั้งกฎการนำเข้าสำหรับฟิลด์ที่จำเป็นทั้งหมด" ฉันไม่สามารถมองเห็นสิ่งที่ฉันต้องการนอกเหนือจากสิ่งที่ฉันได้ทำเพื่อให้ฉันผ่านมานี้

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    Bimbo Limbo

    The import Categorys behave completely random. If anyone is trying to import their files, take my advice and just STOP. I tryed it for more then 5 hours now. Thanks to poor ressources from budgetbakers i wasted that much time and nothing worked. Neither the .csv nor xls/xlsx route brought me even remotely close to an import i could use.

    A custom made script i wrote in python laid down all the information nicely, but this import tool is just plain stupid. It set the category of my records to 'Sport', when i defined it to be 'Vehicle'. When i set labels, it would ignore tem completely and if i set a note it would sometimes take text from the note as category. W T F ?

    If you can't import your file at all be sure that:
    1. You have a valid amoun (e.g. "100" for an expense and "-100" for income. The Import Tool doesnt give a damn about the 'Type', either Expense or Income, you specify!!)
    2.You have a valid date. It MUST have a date + TIME (i was missing the time and couldnt even start to upload my file)

     

    Edit: It seems you have to set the 'note' of a record to the wanted category. But the note must contain ONLY the category name, otherwise everything goes to shit again ... stupid stupid stupid import.

    Someone pls give me the adress of your Dev-Team. I have to have a word with them...

    Edited by Bimbo Limbo
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