If you already keep records in a spreadsheet, you can bring them into Purple Wallet in one go from a CSV file. This is a feature of the web version.

Prepare the file

Make a CSV with one row per operation and these columns:

  • date — when the operation happened;
  • amount — the sum;
  • type — income or expense;
  • category — what it was for;
  • description — an optional note.

Import the rows

Open the CSV Import screen and choose your file. The app shows a preview of the recognized rows so you can check that dates, amounts and categories were read correctly. When the preview looks right, confirm with Import.

Result

Each row becomes a transaction, and the balances and statistics update accordingly. Tip: categories that match your existing ones are linked automatically, so you usually don't have to set them by hand.