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

 

Records not categorized

If Wallet imported your data but did not auto-categorized, please note that categorization is a Premium feature.

Wallet uses information from your data to auto-categorize it. If your data hasn't been auto-categorized, your file may not contain the necessary information or you may have not set the right Import rules. 

In the future, if you want Wallet to auto-categorize your data make sure that you set the right value for the Note field when you set Import rules.

 

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. Open the pannel with the file you wish to delete and click on the Delete icon above.
  4. Wallet will ask you if you wish to delete only records or also a file. Choose accordingly.

Remember that once you choose an option to delete records including the file, all the records that were created from it will be deleted from Wallet as well as the file.

Have more questions? Submit a request

5 Comments

  • 3
    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
    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 :)

  • 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.

Please sign in to leave a comment.