If you already have a history in a spreadsheet — or a statement exported from your bank —, you don't have to type it all again. Import brings many entries into WiseData Finances at once. It works for expenses and income, and it's guided by a wizard that checks the data before saving anything.
Where to start
Open the Expenses (or Income) list and click Import. The import is always by type: each spreadsheet brings expenses or income.
Use the template
Before uploading any file, it's worth downloading the template — it already comes with the right columns, in the system's language. On the first screen you'll find buttons to download the template as CSV or Excel (XLSX). There's also a button that copies a ready-made text for you to ask an AI (like ChatGPT) to organize your spreadsheet into the expected format — a great shortcut when your data is messy.
The wizard's four steps
Upload the file — drag the spreadsheet into the indicated area (or click to choose). The system analyzes the file automatically.
Map the columns — the system suggests on its own which column in your spreadsheet matches each field (title, amount, date, category…). Review and adjust as needed. You can save this mapping to reuse on future imports of the same format.
Preview — before saving, the wizard shows the validated rows: what will go in and what has a problem. It's your chance to fix things before confirming.
Confirm — on confirmation, the entries are created. Large imports are processed in the background, and you track the progress in the History.
Formats and limit
Accepted files are CSV, XLS and XLSX, up to 10 MB. The first row of the spreadsheet must contain the column names.
Result and fixing errors
At the end, the wizard reports how many entries were imported, how many were skipped and how many had an error. When there are errors, you can download an errors file — a spreadsheet pointing out exactly what needs to be fixed. Fix it and re-import only the rows that failed.
Import history
Every import is recorded in the Import history, with the date, the type, the file, the status and how many entries went in. There you can download the original file again and, when present, the errors file — handy for auditing or redoing an import.
Tip
The first time, import a small file (a few rows) to get familiar with the mapping and see the result. After that, with the mapping saved, the next imports become almost instant.