July 31st is the last day you can export your transactions from Wesabe. Like many others we were saddened to hear they won’t continue. We’d like to try and help out all Wesabeans keep their data, and are trying to make the transition to Xero Personal as easy as possible.
We really appreciate all those who helped us by securely uploading their files to test. Thanks to your efforts we’ve included the ability to import your data from Wesabe in today’s release.
Transactions that you’ve attached tags to in Wesabe will have labels attached in Xero Personal. Whilst your transactions won’t be instantly categorised (but we will try and suggest categories with Xero Personal crowdsourcing data) you’ll still be able to keep your personal data in a secure environment, so it’s worth spending a bit of time categorising to ensure you keep all your valuable information.
We’d love to hear about how you’re finding Xero Personal and let us know how we can help you get started at Xero Answers.
You can view the full instructions for how to upload your Wesabe data into Xero Personal in our Help Centre, but here’s a quick video overview.
Read more about Personal