Import Excel and other financial files to HandWallet Expense Manager.
Expenses Import plugin is a small addon that lets you import financial transactions in Excel, OFX, QFX, QIF, IIF and other formats to HandWallet Expense Manager. Using the "Expenses Import plugin" app you will be able to import your bank and credit card statements from different sources and manage all the transactions in one place. In order to use this app you must install first HandWallet Expense Manager.
Excel - including XLS, XLSX, XML and CSV
OFX – Open Financial Exchange
QFX - Quicken / QuickBooks
QIF - Quicken / Microsoft Money
IIF - Intuit Interchange Format
If your bank statement is not supported send it to us and we will add it next version.
How to work with Expenses Import plugin?
1. Select the file or folder you want to import. This can be done simply by pressing the file and select "open with HandWallet". You can also press any relevant file in your Gmail, Google drive or Dropbox.
2. The app will try to identify the fields in the file. Complete fields that the app didn’t recognize, for example expenses date, expenses currency, expenses account etc. Map categories and accounts if needed.
3. Finally, if not specified in the file, select the HandWallet target account.
New transactions will load to HandWallet Expense Manager and marked in yellow (optional).