How to Import Your Accounts into WealthR

Before you start

The import creates a snapshot of your accounts and balances — that is what powers your net worth. WealthR is not a live bank-feed app, so you are importing your balances, and you can update them whenever you like.
Nothing is overwritten. If you already have data, the import adds to it — it never deletes an existing month or a budget you have already set.
You can undo an import at any time.

Where to find it

Existing users: go to Settings → Import your data. New users: choose "Import my accounts" when you sign up. Both open the same short flow: choose your source, upload or paste your file, review, confirm.

Option 1 — Use the WealthR template (easiest)

Best if you do not have a tidy export to hand.

Open the importer and click Download template.
Open the file in Excel, Numbers or Google Sheets. Every kind of account is already listed — current account, ISAs, investments, crypto, your home, and each kind of debt — with instructions at the top.
Type a Balance against each one you have, and rename it if you like (Vanguard ISA rather than Stocks and Shares ISA). Leave the balance empty for anything you do not have and that row is skipped.
Save as CSV, upload it, review, and confirm.

Pensions are the one thing the template leaves out, on purpose: add them on the Pension tab, where contributions, tax relief and your retirement income are worked out. For debts, enter what you owe as a plain number.

Option 2 — Bring a CSV from your bank or another app

Export a CSV from your other app (for MoneyHub: Transactions → cloud icon → download CSV).
In the importer, pick your Source (or leave it on Auto-detect).
Upload the file. WealthR works out whether it is a list of balances (each account joins your net-worth snapshot) or a list of transactions (it identifies your accounts, you add current balances, and it can build a starter budget from your spending).
If your columns are not recognised, a quick matching step lets you tell WealthR which column is which.
Review and confirm.

The review screen

Before anything is saved you will see: Accounts & balances, with a live net-worth total that updates as you confirm each balance; a Budget tab if we built one from a transactions file; and a Skipped tab for anything we could not read, so nothing is hidden. Confirm, and you land on your dashboard with your net worth ready to go.

Free · 2 minutes

Import your accounts and see your net worth

Use the WealthR template or bring a CSV from your bank or another app. Read in your browser, never uploaded, and undoable anytime.

Get started free →

Frequently asked

Is anything uploaded when I import?

No. Your file is read in your browser to build your figures, then discarded. We do not store the raw file.

Will importing overwrite what I already have?

No. The import adds to your current month and fills empty budget categories — it never deletes existing months or overwrites a budget figure you have set. You can undo it anytime.

Which apps can I import from?

Anything that exports a CSV — MoneyHub, many banks and brokerages, or your own spreadsheet. Use Auto-detect, or pick the closest Source.

My export does not include balances — is that a problem?

No. Transaction exports do not include current balances, so WealthR lists your accounts and you pop in the current balance for each — about a 30-second step.

This is general information, not financial advice. The figures WealthR shows are illustrative and depend on the inputs you provide. For decisions involving significant sums, please consult a qualified FCA-regulated financial adviser.