Answers to common searches

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The Wesabe help system isn’t very good right now. Sometimes I see people coming to our blog looking for answers to questions about Wesabe, and I think some of that information isn’t easy to find. I thought it would help to provide answers to common questions we see in searches.

wesabe uploader
We provide a tool to automatically sync your bank data with Wesabe, called the Wesabe Uploader. This is a desktop program (it currently runs on Windows and Mac, and will support Ubuntu shortly) which keeps your bank credentials on your own computer, so that you don’t have to put them into our web site. It will periodically (currently every 12 hours while your computer is on) contact your bank and get an update, and upload your new data to our site. Not all banks support automatic upload, and for ones that don’t, you’ll have to manually upload data periodically (most people find once a week suffices). We’re going through and automating banks based on how popular they are with our users, and we currently have about 75% of the accounts on Wesabe automated. If you have any trouble with the uploader, write to us at support@wesabe.com and we’ll help you out.
wesabe csv
Wesabe allows you to export all of your data in CSV format, which Microsoft Excel and similar programs can easily import. To export your data, sign into Wesabe, click on your username at the top of any page (just below the row of photos), then click “Manage your Account.” You can also export your data in an XML format, which is primarily useful for programmers.
We don’t currently import CSV data, but we know that many banks, particularly outside of the U.S., only provide CSV export, and I’m working on the ability to import CSV data right after posting this. We’ll launch it as soon as possible, and will announce that feature on this blog.
personal data bill of rights
Glad you asked. We have a “Data Bill of Rights” we proposed at last year’s Web 2.0 Summit, and we’ve gotten a lot of great feedback about it. While we wrote it for the needs of Wesabe in particular (background information here), we believe it can and should be adopted by any web site that holds personal data for its users.
health insurance high deductable
I wrote about this topic last year, and many people have said that the Google Spreadsheet I posted comparing my health insurance options was a big help. If you are coming to our blog looking for answers on this topic, check out that post and make your own copy of the spreadsheet. We are planning to add features like this to Wesabe, too.
wesabe split tags
We do support ‘splits’, which allow you to put one transaction into several categories, with each category getting a part of the total amount. We have a screencast (video tutorial) on this topic if you’d like to learn more. You can divide one transaction into multiple tags like this:

  Whole Foods                               $150.00
  Tags: groceries:130 food:130 cashback:20 berkeley

When you look at your ‘groceries’ or ‘food’ tag pages, this transaction will be represented as $130.00. When you look at your ‘cashback’ tag page, it will be shown as $20.00. On the ‘berkeley’ tag page it will show up as $150.00. The number after the colon shows the amount you want applied to that tag. The numbers don’t have to add up to the value of the transaction — you can allocate them however you want. You can also use percentages (food:75%) or fractions (food:3/4) if you’d like.

wesabe API
Wesabe does have an API, but we have not yet released or documented it. Currently, the only client for it is the Wesabe Uploader. We are planning to release and document the API soon, and it will be REST-based.
wesabe delete account
I’m glad this search is so infrequent! (Only three hits so far.) But, if you want to delete your account, here’s how: sign into Wesabe, click on your username at the top of any page (just below the row of photos), then click “Manage your Account.” On that page is a button to delete your account. Please feel free to drop us a line at support@wesabe.com if you have any feedback about your decision to delete your account.
wesabe uk
We definitely support UK users, as well as people from any country who want to join. We currently have banks and credit cards from 23 countries on our site. We support all international currency formats and are happy to add any bank or credit card on request. Our site is currently English-only, but that’s the only restriction we’re aware of, as long as the bank provides data export in OFX (sometimes labeled “Quicken” or “Microsoft Money”), QFX, OFC, or QIF format (CSV coming soon). Just let us know if you want another bank added.
wesabe bulk tagging
We support bulk editing or deleting of your tags — just click the “Edit” link at the top of your tag list (next to the “Your tags” header in the right column) in the “Accounts” tab. You’ll be taken to <https://www.wesabe.com/tags/list>. From there, you can change any tag you use, or delete a tag from all of your transactions. We don’t yet have a way to add a new tag to a bunch of transactions, but we’re adding that to the search results page shortly. You can add a tag to a set of transactions if they all already have some other tag — just go to the tag edit page and edit the existing tag (say ‘taxpreparation’) to add your new tag (‘taxpreparation writeoff’).

I hope these answers are of help, and we’ll work on improving the help system by a lot, too.

7 Responses to “Answers to common searches”

  1. Pebbles Says:

    I just began using Wesabe. The site design is good, and the functionality is good too. After using the site for a couple of hours, here are a few comments:

    – My bank allows me to to save the account statements as a QIF file. Because I had two accounts in the same bank, I uploaded statements from two real accounts to one account on Wesabe, which in effect made the data useless. I deleted the account.
    – The idea of uploading bank and credit card accounts is great. It takes away the hassle of entering each transaction individually, unlike many other personal finance sites.
    – I withdraw money from the ATM twice a month, and do many cash transactions.

    Based on the above, I have a few questions:
    – Why is it not possible to delete individual transactions from an account?
    – Do you plan to provide functionality where a user can create an account or two for cash transactions, and track cash, rather than just credit cards or bank accounts?
    – Do you have anything in the works, which will allow me to track my investments?

    By the way, I really liked the split tagging feature. That alone makes Wesabe a whole lot more usable than similar applications.

    Will look forward to hearing from you,
    Pebbles

  2. Jason Knight Says:

    Pebbles,

    Thanks for the great feedback.

    -Two accounts uploaded as one: bug, please email support@wesabe.com and we’ll sort that out.

    -Cash transactions: yes. This is a big priority for us.

    -Investment accounts: we are starting to get a number of requests for this feature, so we are looking at a good way to incorporate into the service.

    Again, thanks for taking the time to try out Wesabe and we really appreciate all the great feedback. Let us know if you have any other questions and you can always contact me directly jason@wesabe.com

  3. Pebbles Says:

    Thanks for the reply, Jason.

    I deleted the account, and started over again. But, I’ll send details to the support alias.

    Meanwhile, I have one more question. Can I delete a single transaction from an account?

    Pebbles

  4. Marc Hedlund Says:

    Hi, Pebbles,

    I’ll follow up with you about deleting a transaction in email. Thanks much for all the great feedback.

  5. Richie Says:

    I too would like to know how to delete single transactions. I just started using wesabe and this seems like the #1 feature I’d like right now that I can’t seem to figure out.

    Could you please post how to do this here? I don’t really want to delete my account and reimport a hand-edited OFX file or something (the solution I was thinking of).

    Also, if I have 2 bank accounts added to the service and I transfer money from one account to another, is there a way to track that as a transfer or something, and not me spending money?

  6. Marc Hedlund Says:

    Hi, Richie,

    We make every effort to avoid showing you duplicated transactions, but every once in a while it does happen. If you do see a duplicate transaction, you can merge it with its duplicate by clicking and dragging one transaction over the other. (Just click anywhere in the row that isn’t a link or a button.) You’ll see the word “MERGE” appear, and you can drop the one you’re dragging. If you make a mistake, there’s an ‘unmerge’ button at the upper right of any transaction you’ve merged.

    If you want to delete something *other* than a duplicate transaction, can you drop me a line at support@wesabe.com and let me know what you’re seeing? We want to make sure there isn’t a bug that’s causing a bad transaction to appear.

    About transfers: unfortunately the data we receive from banks and credit cards makes it difficult to automatically identify a transfer from one of your accounts to another. For instance, sometimes a credit card statement will break a payment into interest and principal, and sometimes those payments are recorded on different dates. We’re working to improve this, but it will take a while to get it right.

    Until we do, there’s an easy workaround. If you use a common tag on transfers between accounts, you can filter that tag out of your reports. I tag my credit card payments as ‘transfer’, and then go to the earning summary, and put ‘transfer’ into the filter box at the top-right of the screen. When you hit ‘save’, you’ll see that your transfers are removed from your reports.

    This is also useful for other things. For instance, I filter ‘workexpense’ from my reports, too, since I don’t want the money I spend for work counted in my personal expenses.

    Hope this helps — if not, let me know.

  7. Adri Says:

    Hi,
    I was wondering whether I can track my investments (or even just 401(k) stuff) on Wesabe. You said in an earlier comment that you were working on it (and in my account there is a brokerage option that I can’t get to work)…is it available now?

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