import CSV/XLS to existing account
You should be able to import older transfers into wallet with a CSV/XLS.
Hi.
Please note, that if you want to use the Import feature to your existing account manually, you will have to follow this instruction:
IMPORT data to an EXISTING Bank Connected Account in Web App:
1. Please login to https://web.budgetbakers.com/login.
2. Go to your existing account, click edit and disconnect.(Please note that Importing files will only allow a General account, so please make sure to change it to General account before you start Importing.)
3. Then go to Imports and ‘’choose file'' to import your data.
4. When you are done importing, please go back to the account that you disconnected and click on edit > deactivate imports.
5. Click back on Accounts > Your bank > edit > edit Account > ''Connect to Bank'' > ''Search Your Bank'' and ''select already connected bank'' > choose your account
6. You can return the account to its original account type and connect again.
Please refer to this article: https://support.budgetbakers.com/hc/en-us/articles/7077275632274-How-to-import-your-file-on-Wallet-s-WEB-version
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divyeh khanna commented
I am no able to either link my bank account nor I am able to upload my transaction statement. I bought the premium subscription for year and regret now.
Attaching the error your web application shows when uploading transaction statement
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Kamil Wójcik commented
It is possibie in web version of Wallet.