What format and information should my IMPORT file have?

*NEW: Please try Importing your files on the Web!* https://app.budgetbakers.com/auth/login

 

Your data files should be in CSV, XLS/XLSX or OFX format as Wallet currently supports only these files.

For CSV files, Wallet currently only supports files with the delimiter characters comma (,), semicolon (;) and hashtag (#). If your file has a delimiter character other than these, you could:

  1. Edit the file on MS Excel, change the delimiter character to one of the above, and save it as a CSV file. 
  2. Make a request via this form to our developers for your delimiter character to be supported in future releases.

For OFX files, Wallet supports only files that are formatted as per specifications of the Open Financial Exchange Specifications 2.2. If your file is not formatted so, you could:

     1. Export your data in CSV, XLS or XLSX format and try importing again.

 

Minimum required information

For Wallet to generate a Record from your data, it must at least have information about the Amount and Date for every transaction. Wallet may not support your file if it doesn’t contain relevant data to match these fields. Please make sure your dates are in English or number format. 

Please note, Wallet will not be able to import your data if Income and Expenses are in the same row in your data file.

If your file has income and expenses in the same line, you could:

  1. Edit the file in MS Excel or any other program of your choice. Make sure that income and expense figures are in separate rows (lines) and save it as a CSV, XLS/XLSX or OFX file. 
  2. Try uploading the new file to Wallet.

*NEW: Please try Importing your files on the Web!* https://app.budgetbakers.com/auth/login

Have more questions? Submit a request

7 Comments

  • 1
    Avatar
    Suphaporn Sutthisan

    BangkokBank068-7144022

  • 0
    Avatar
    Barkingupthewrongtree83

    Put all my imports under this:
    It is my direct express card.
    Kathryn DiFrancesco
    5332 4804 3063 3737
    07/31/22 878
    MARCH 1st at 1am eastern time

  • 0
    Avatar
    Baghamehedi345

    What is My Fargo bank account disable?

  • 0
    Avatar
    Tintinger

    My name is Daniel T

    I bank with Umpqua Bank and you do not support them is there any other way to get this to work?  They will only send me records in .PDF format.

  • 0
    Avatar
    SHATVONTA CHALMERS

    Metabank

  • 0
    Avatar
    Gabriel Tagnani

    I only get my files from the credit card transaction history in pdf format. What should i do? I tried changing the .pdf format to .csv in excel and it didn't work

  • 0
    Avatar
    Gabriel Tagnani

    I only get my files from the credit card transaction history in pdf format. What should i do? I tried changing the .pdf format to .csv in excel and it didn't work

Please sign in to leave a comment.