📝 Description
Incremental upload allows you to load a new transaction file from a platform without deleting the previous year's file. Your labels, prices and descriptions are preserved from one year to the next.
⚠️ Warnings
This feature is available only for platforms with a single source file type.
It is not active if you already have an API connected for the same platform.
📂 How Does Incremental Upload Work?
Enabled by default Incremental upload is enabled by default in My Profile → Preferences → Advanced settings.
Usage Simply upload your new file for the relevant platform: Waltio automatically detects existing transactions and only adds new ones.
💡 Additional Information
If transactions are missing, disable incremental upload in your preferences, delete existing transactions, delete the previous file, then upload again.
Platforms with multiple file types (e.g. Binance with transactions, withdrawals, deposits…) are not covered by this feature.