Why do I not see the Import option in my Account?

You may not be seeing the Import option in your Account because of any of the following options:

  1. Your Account is a Cash Account. Imports are available only to General Accounts or Import Accounts.
  2. Your Account is connected to a bank. Imports are not available in bank connected Accounts. Make sure that you disconnect your account from the bank first. Once done, you’ll be able to see the Import option in your account.
  3. You are using an old version of Wallet. Upgrade to the latest available version of Wallet to start using Imports.

Please do the following to Import the data on your "Existing Account" via the Web App:

Go to Accounts > Existing account> Disconnect> Delete/remove the existing import file> Change the account to a General Account > Create the Import> Click "deactivate imports" before returning the account to its original account type> Connect once done.

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