Budgetwise comes with a file import tool that lets you bring in data from other sources in order to save time over manual entry. The file types currently accepted include nYNAB/YNAB4 exported registers, .CSVs, .QIF, and .QFX.
To get started, click on your budget's name in the top left corner and in the following dropdown, select File Import.
You will be greeted with a popup that asks for files to either be dragged into the area, or you can click the middle area to import files directly. You will also notice a button called Import History. If you've imported files previously, you can view and undo any of the last ten (10) imports in case you don't want that particular import counted anymore.
After you've selected one or more files to import, you will see them listed underneath the dropzone area.
Click the Import File button to continue. You will see several new fields appear as each file is displayed individually. The first three fields help determine how the current file will be handled.
Choosing between Budget or Historical. Budget will make the imported transactions count towards your account balances and totals, where Historical will import the transactions purely for reporting purposes and omit them from any account balance or budget calculations.
Select whether or not you want to allow duplicate transactions. If you have previously imported an identical transaction, it will be skipped over with the current import when Disallow is selected
Some banks (and YNAB/YNAB4 exports) will mark certain transactions as splits. If you want these transactions to be translated into the Budgetwise-specific split transactions, select Allow. Otherwise, select Disallow to import them as-is.
The bottom half of the import screen will then ask you to map the auto-detected fields from your imported file to the Budgetwise equivalent. For example, you may have a Memo field in your .csv file that you'll want to map to the Notes field in Budgetwise. The import tool will do its best to auto-fill these in, but depending on the column names or file types, you may need to manually select the right mappings.
A few notes regarding the mapped fields:
In the Budgetwise column you will need to select Date (MM/DD/YYYY) or Date (DD/MM/YYYY), depending on what date format your imported file is in. Other date formats are not yet supported, but will be in the future.
You can choose either Memo, or Memo (infer split). Choosing Memo will import the memo as-is, while Memo (infer split) will construct split transactions if it detects any notes stating as such - for example, Split Transaction 1/4, 2/4, etc.
Inflow and Outflow
If your imported file contains two separate columns for amounts (Credit/Debit, Inflow/Outflow, Income/Expense, etc), you can just map the appropriate column to either Inflow or Outflow.
If the file contains only a single column however, such as a lone Amount column, you would instead select Inflow (positive) and Outflow (negative), which would tell the import tool to "treat positive amounts as inflow, and negative amounts as outflow".
Once you're finished mapping the fields, click Next.
If you've imported multiple files, you will need to run through the mapping tool for each file.
Once you've finished mapping all imported files, you will then come upon a screen that asks you to choose what account is being imported where. The Budgetwise accounts that you choose to import to will receive the newly added transactions, and depending on whether you selected Historical or Budget for the File Type, the balance and history will be updated accordingly.
Once you finish importing and click Next, the page will refresh and the imported transactions will be visible in the selected accounts.