How to Import Your Accounts into WealthR (from a Spreadsheet or Another App)

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.
Fill a row per account: Account name, Kind (asset or debt), Type (e.g. Cash, Stocks ISA, Pension, Property; or mortgage, credit_card for debts), Balance, and optionally Wrapper and Notes.
Save as CSV, upload it, review, and confirm.

Do not worry about getting the Type exactly right — WealthR maps common names automatically, and anything it is unsure of lands as a sensible default you can change.

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.