When is this useful?
Sometimes a bank connection stops working and you connect the bank again. The new connection creates new wallets. The old wallet keeps your history, but it no longer gets new transactions.
Merging lets you keep your history and get fresh data in the same wallet. You keep the categories, notes and labels you changed in the old wallet.
What is a merged wallet?
You pick an end date for the old wallet. The merged wallet shows transactions from the old wallet up to that date, and transactions from the new wallet after it.
How to merge wallets
- Open the Accounts tab and tap the new bank account.
- Tap the ⋯ button in the top right corner and choose Edit wallet.
- On the Edit account screen, find Merge Wallets and tap Merge.
- The current account is already set as New Wallet. Tap Old Wallet and pick your old account.
- Tap Select date and choose the end date for the old wallet.
- Tap Merge Wallets.
When it’s done, you see Wallets Merged!
I made a mistake in the merge settings
Unmerge the wallets and merge them again:
- Open the merged account and go to Edit wallet again.
- Find Unmerge Wallets and tap Split.
- Tap Unmerge Wallets.
Which wallets can I merge?
- Only bank wallets, not cash wallets.
- Only two wallets with the same currency.
- A wallet can be part of only one merge.
What happens with my old wallet and connection?
The old wallet is hidden, but the old connection stays. Don’t remove the old connection while the wallets are merged. Spendee won’t let you remove a connection with merged wallets until you unmerge them.
How can I tell which wallet is which?
For some banks, wallets from the old connection have “(old connection)” after their name.
I’m missing a few transactions
Old and new connections can date transactions a little differently, so a few transactions around the end date may be missing. You can unmerge and merge again with a different end date, or add missing transactions by hand in a cash wallet.