Expenses Import plugin

HandWallet Expense Manager

About this app

Consolidate all your financial data in one place! The Expenses Import Plugin is a powerful addon for HandWallet Expense Manager, designed to automate your personal finance management. Stop wasting time on manual data entry – simply import your statements and get a clear view of your budget.

⚠️ Note: This is an extension and requires the installation of the main HandWallet Expense Manager app.

Supported Formats:
• Excel: XLS, XLSX, XML, and CSV
• OFX: Open Financial Exchange
• QFX: Quicken / QuickBooks
• QIF: Quicken / Microsoft Money
• IIF: Intuit Interchange Format
• And more...
*If your bank statement is not supported, send it to us and we will add it in the next version!*

Key Features:
📂 Flexible Import: Select a specific file or an entire folder to import multiple statements at once.
🔍 Direct Access: Easily locate your files or folders directly from the HandWallet "Import" menu, or open them from external apps like Gmail, Google Drive, and Dropbox.
🤖 Smart Data Mapping: The app automatically identifies fields like dates, amounts, and currencies.
🤝 Seamless Management: Beyond just numbers, you can link each transaction to Projects, People (partners), or specific Businesses.

Advanced Documentation:
After the import, you can further enrich any transaction at any time by attaching:
📍 Location: Pinpoint exactly where the transaction took place
📄 Digital Receipts & Invoices
📸 Images of items, documents, or screenshots
🎙️ Voice memos or video clips

How to work with the Expenses Import plugin?
1. Locate your data: Use the HandWallet "Import" menu to find your file/folder, or select "Open with HandWallet" from any external app.
2. Review: The app will identify the fields. Complete any missing information (Category, Account, etc.) and map them to your HandWallet structure.
3. Save: New transactions will load instantly into HandWallet Expense Manager and can be marked in yellow for easy review.

*Note: This is a plugin. You must install HandWallet Expense Manager to use it.*