My data has not been imported right. What do I do?

If you find that your data has not been imported the way you wanted, we suggest that you delete the imported file and start over again.

 

To delete the imported file:

  1. Go to Imports in the side menu.
  2. From the list of Accounts, tap on the name of the Account you want to delete the file from.
  3. You’ll see a list of imported files. Click the Delete option next to the file you wish to delete.

Remember that once you delete the file, all the records that were created from it will be deleted from Wallet.

Have more questions? Submit a request

5 Comments

  • 1
    Avatar
    Mathias Hermans

    I have started over countless times and tried everything I could think of, but Wallet still does not assign my records to the right categories.

    My csv file contains:

    - A main category column, a subcategory column, and a subsubcategory column (if existant)

    - A description column, the amount column and the date column.

    No data is missing from my file.

    I have meticulously used the exact same category (and subcategory and subsubcategory) names from my Wallet in the data file.

    I have tried selecting every category column, and even the note, for the category field in import rules.

    Still, Wallet completely fails to recognize the category name and assign it to that same category.

    The result seems completely random from start to finish, not just a few mistakes.

    Nothing works.

    Please help me!

  • 0
    Avatar
    Bert Strobbe

    I'm having the exact same problem, making it useless when migration from another budgetting app.

  • 0
    Avatar
    Dominik Lindenberger

    Same issue here when trying to import data from another budgeting app.
    Unfortunately, the CSV import is not usable without correct category assignment.

  • 0
    Avatar
    Ra2112

    Just the same of Mathias Hermans.

    Please help us!

  • 0
    Avatar
    Ravi Garibaldi

    I would be so much easier if budgetbakers provide example import file :)

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