Import your financial history

Already track your rentals' expenses in a spreadsheet? Bring a whole year of them into Wealtharu at once. You upload your file, check what we found, and confirm. Nothing is saved until you say so, and you can undo the whole import in one tap.

What files work

• A CSV file.
• An Excel workbook (.xlsx or .xls). Each tab is read as its own sheet, so a workbook with one tab per property works.
• A digital PDF export of your spreadsheet (one made by exporting or printing to PDF, so it still has selectable text).
• Google Sheets: export it to CSV or Excel first (File, then Download, choose CSV or Microsoft Excel), then upload that.
• Two common shapes both work:
  • Categories down the rows, months across the columns (the usual property-tracking layout), with a YTD or Total column. We ignore the YTD and Total, they are not extra months.
  • One row per transaction (a date, a description, a category, an amount), like a bank or accounting export.

Your file is read on your device. Only the rows we show you are sent to Wealtharu, never the file itself.

What we cannot read

• A scanned or photo PDF (a picture of a page, with no selectable text) cannot be read. Export the original to CSV or Excel and upload that instead.
• A password-protected or corrupt file. Save a fresh copy and try again.

If a file cannot be read we tell you and leave it out. Any other files you dropped still import.

How it works

1. On the Properties page, choose Import your portfolio, then the Financial history tab.
2. Upload your file. We read your categories and the amount in each month, exactly as your file has them.
3. We show you everything before saving: - The property each sheet belongs to. Pick it from the dropdown if we could not match it. - Each category in your file, matched to a Wealtharu category. Change any that look wrong. If we are not sure, we set it to Other and ask you to pick. - The total for each category and the count of expenses we found. - A note about anything we skipped (see below).
4. Untick any row you do not want to import. Pick the year if your file does not say.
5. Choose Import. We save the expenses you confirmed.

What we read and what we skip

• We read the amounts exactly as your file has them. We never round them or make up a number, and a blank or dash cell is left out, not saved as a zero.
• A figure we cannot read (a typo, a stray symbol) is left out and flagged, never guessed.

How we suggest categories

We suggest a Wealtharu category for each of your category labels, so you do less mapping by hand. You can always change any suggestion in the review before you import.

• We suggest from your category names only (like "Interior maintenance" or "Agent fees"). Your amounts are never used for this and are never sent to the AI - they are read straight from your file.
• If the AI helper is turned on for your workspace, the suggestion is made by Claude on AWS in Canada, and your data is not used to train it. If it is not turned on, we use a built-in suggester that runs on our server with nothing sent out. Either way the result is the same kind of suggestion, and you make the final call.
• We never let a suggestion change a number or pick a category we do not recognize. If we are not sure, we set it to Other and ask you to pick.

Bring in your rent income too

Your file's income rows can be added to a lease as rent, so a year of rent shows up in the rent ledger and your reports.

1. In each sheet's review, find the Income (add as rent) section.
2. Pick the lease the income belongs to. We only show leases for the property you chose above, so pick the property first.
3. Tick the income rows you want, then choose whether to mark the months as paid (this records the rent as received, so the months net to a $0 balance). Leave it off to record the rent as still owing.
4. We show how many months of rent we will add and the resulting balance, before you confirm.

A few things to know:

• Each month's income becomes one rent charge on that lease. If a sheet has more than one income row in a month (rent plus a late fee, say), we add them together into that month's rent.
• You need a lease to exist first. If a property has no lease yet, we tell you and leave its income out. Create the lease (or use the quick import), then bring the income in. We never make up a lease.
• If a month already has rent recorded on that lease, we leave it out so you never double up. You can see which months we skipped in the review.
• The rent is added as history the same way the expenses are, so it fires no reminders or messages.

If something looks already imported

If you import the same file twice, or a file whose months overlap one you already brought in, we catch it so you never double up.

• In the review we leave out any expense that looks already imported (same property, category, month, and amount as one you imported before) and tell you how many ("N rows look already imported").
• If a cost is genuinely separate (say two different $50 repairs in the same month), tick "import the already-imported month(s) anyway" under that category to bring it in on purpose.
• When you confirm, we check again on the server. If a row still matches something you imported earlier and you have not confirmed it, the import is refused and nothing is saved, with a message telling you which rows to exclude or confirm.
• Two rows in the same import that look alike are always kept (they may both be real). Only a match against an earlier import is held back, and a duplicate in someone else's account never affects yours.

Cancel and undo

• Cancel before you import and nothing is saved.
• After you import, choose Undo this import to remove the whole batch in one tap. Nothing is left behind.

Where it shows up

The imported expenses appear right away in your Receipts ledger and your tax pack (T776), the same as any other expense. Imported rent appears in the lease's rent ledger and your reports. This is for your own books, it is not tax advice.

Tips

• One year at a time. If your file covers several years, we import the year you pick.
• Expenses import at the property level. You can move any of them to a specific unit later from Receipts.
• This brings in money you spent (expenses) and money you took in (rent on a lease). To bring in properties, tenants, and leases themselves, use the other import tabs.