CSV Import Template
Move transactions from a spreadsheet, your bank export, or another budgeting app into Wally. Fill in the template below on your computer, then import it from the Wally app.
UTF-8, comma-separated. Opens in Excel, Numbers, or Google Sheets.
Columns
| Column | Required | Description | Example |
|---|---|---|---|
| Date | Yes | Transaction date in YYYY-MM-DD format. | 2026-04-16 |
| Description | Yes | Short label for the transaction. | Grocery shopping |
| Category | Yes | Must match a category that already exists in your Wally account. | Food |
| Type | Yes | Either "Income" or "Expense". | Expense |
| Amount | Yes | Positive number. Use a dot as the decimal separator. | 45.50 |
| Notes | Optional | Optional memo or additional context for the transaction. | Trader Joes |
How to import
- Download the template and open it in your spreadsheet app.
- Keep the first row (the column headers) intact. Add one row per transaction below it.
- Make sure every Category you use already exists in your Wally account — create any missing categories in the app first.
- Save the file as CSV.
- Open the Wally app, go to an account, and choose Import CSV. Select the file you just saved.
Tips
- Dates must use YYYY-MM-DD. Other formats are rejected.
- Amounts must be positive. Use the Type column to indicate Income vs. Expense.
- Transfers are not supported via CSV import — add those directly in the app.
- The Notes column is optional. You can leave it blank, or remove the column entirely if you don't need it.