Moving from Wallet by BudgetBakers? Bring your history with you
Export your records from Wallet's web app as a CSV, then open the file in Pockito. It reads the date, payee, category, account, amount and type, currency, note, labels and transfers, and shows every row to check before anything is saved.
Step 1 · In Wallet
Export from Wallet
- 1Sign in to Wallet's web app in a browser.
- 2Open Records, set the period and filters you want, and choose Export.
- 3Pick CSV as the file type and save the file.
From BudgetBakers' help: exporting records from the web app.
Step 2 · In Pockito
Open it in Pockito
- 1 Tap Import and pick a file.
- 2 Pockito detects the format. Nothing leaves your phone at this step.
- 3 Review: check how each account and category maps, create new ones if you need, and exclude any rows you don't want. Rows that look like something you already have are skipped by default.
- 4 Tap the import button. Pockito saves the rows and tells you if any were missing a date or an amount.
Import is part of Pockito Pro
The Guide's full import stepsWhat comes across
| Wallet by BudgetBakers column | In Pockito |
|---|---|
| date | Date |
| payee | Merchant |
| category | Category |
| account | Account |
| amount · type | Expense or income, and the amount |
| currency | Currency |
| note | Notes |
| labels | Labels |
| transfer | Marked as a transfer |
From then on, it logs itself
Pockito reads your bank's texts and Apple Pay as you spend, so new entries arrive without typing, and shows what's safe to spend today after bills and savings.