Import & Export
Updated
Importing Financial Data
If you have existing transaction data in a spreadsheet or another finance app, you can import it into Wallet Savvy as a CSV file.
How to Import
On iPhone & iPad
- Go to Settings → Import Financial Data
- Tap Choose File and select your CSV from Files
- Review the preview and confirm the column mapping
- Tap Import
On Mac
Press ⌘ I or choose File → Import Financial Data… to open the import sheet, then follow the same steps.
CSV Format
Wallet Savvy expects a CSV with the following columns:
| Column | Required | Description |
|---|---|---|
date | Yes | Transaction date (YYYY-MM-DD or MM/DD/YYYY) |
amount | Yes | Numeric value — positive for income, negative for expenses |
description | Yes | Short label for the transaction |
category | No | Category name — created automatically if it doesn’t exist |
notes | No | Any additional detail |
Wallet Savvy is flexible about column order — it will attempt to map columns automatically during the preview step.
What Happens After Import
- Transactions are added to your existing data — importing does not replace anything
- Any new category names found in the CSV are created automatically
- Transactions are linked to existing budgets if the category matches
- iCloud sync distributes imported transactions to your other devices in the background
Exporting Data
To export your transaction history:
- Go to Settings → Export
- Choose a date range
- Tap Export as CSV
- Share or save the file via the standard iOS/macOS share sheet
The exported CSV uses the same format as the import template, so you can re-import it later or open it in any spreadsheet app.
Tips
- Export regularly — keeping an offline backup is good practice, especially if you’re about to do a large re-categorisation.
- Use a template — if you’re entering data manually into a spreadsheet to import, download the CSV template from the import screen to get the column headers right.
- Duplicate detection — Wallet Savvy checks for duplicate transactions by matching date, amount, and description. If a duplicate is found during import, you’ll be prompted before it’s added.