We were saddened to hear that one of our contemporaries, Wesabe, is closing it’s financial management side of their site as of the end of this month. We’ve always had a massive amount of respect for Wesabe, and their unique approach to getting around bank’s general unwillingness to allow their clients to easily access their own transactions.
The below is a quick guide on getting your data from Wesabe and into PocketSmith. Please feel free to get in touch with us if this doesn’t work for you, or if you have any questions at all.
1) Export Your Wesabe Transactions
The best way to do this is on a per-individual-account basis. When you upload your transactions into PocketSmith, you will be uploading them into separate Transaction Accounts for each of your Wesabe accounts.
Navigate to their “My Accounts” tab, and then select the individual account you’d like to export from the left (e.g. “ASB Bank (NZ) – Checking”) - not the overall top level (e.g. “Checking”).
Be sure to select an individual account in Wesabe - not the group
Then select “Export transactions” at the very bottom of the page, choosing ‘All’ for the date range, and ‘CSV’ as the export format.
Select "All" for your date range, and "CSV" as the format
Continue to do so for all of your separate Accounts, so that you have a file for each individual bank account.
2) Create your PocketSmith Transaction / Bank Account(s)
Head into the main Manage Accounts page in PocketSmith, at https://my.pocketsmith.com/transaction_accounts. Create new Bank Accounts using the “Add an account” button at the top of the page, selecting “Upload” as the account type.
Be sure to create one for each individual account that you had stored in Wesabe.
Click the "Add an account" button in the Manage Accounts page
Enter the details of your account, selecting "Upload Account" as the type
3) Upload your saved files into each Account
We have set up a standard CSV format for Wesabe, which has includes a default format that should suit most people.
Select the file that you want to upload for each account, and select “Wesabe” in the drop-down box that appears. Click “Upload”.
Select your exported file, and choose "Wesabe" as the format
4) Your Wesabe Transactions are now uploaded!
If you want to fine-tune how your transactions are imported, you can perform the upload again and select “Specify format” from the drop-down box that appears – then you can select a different ‘Description’ field for example.
You can also specify a different format if the defaults don't suit
Thanks for giving us a try!
We hope that you find PocketSmith at least as useful as Wesabe.
If you have any questions or comments, or are in pain because a particular feature of Wesabe is not yet in PocketSmith, please feel free to get in touch.
Importing your Wesabe Data into PocketSmith…
We’ve always had a massive amount of respect for Wesabe, and their unique approach to getting around bank’s general unwillingness to allow their clients to easily access their own transactions. The below is a quick guide on getting your data from Wesab…