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 firstname.lastname@example.org 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 email@example.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.