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Ledgity - File

Updated this week

Ledgity

πŸ“ Description

This guide explains how to export your transactions from Ledgity and import them into Waltio.
πŸ‘‰ Useful to automatically generate your tax report from your operations on Ledgity.

⚠️ Warnings

  • Opening and saving a CSV file may change its structure and prevent it from being imported into Waltio.

  • Once the file is downloaded from Ledgity, do not open it before importing it.

πŸ’‘ Recommendations

  • Perform the operation from a computer for more convenience.

  • Make sure you export all necessary transactions before importing into Waltio.

πŸ“‚ How to access your data

  1. Open the Ledgity app.

  2. Click on the profile icon at the bottom left.
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πŸ“€ How to export your data

  1. From the profile page, you will have the option to export the file.
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βž• How to add your data to Waltio

  1. Go to the Import a file page on Waltio.

  2. Upload this file.

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