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Switching / Wallet by BudgetBakers → WalletHub

Moving from Wallet by BudgetBakers to WalletHub

Assembled from both records. Nothing here is an opinion — it is the difference between two rows, written out.

In-app only; App Store lists Lifetime Premium at $49.99 → $16/month or $95.90/yearHistory: import works

Your data — read this first

Wallet by BudgetBakers records transaction export as Yes, so take the export first. WalletHub imports transaction history, so what you exported comes with you.

Transactions
Yes
Balance history
?
Budgets
Rebuilt by hand
Rules
Rebuilt by hand
Attachments
?

Transactions, balance history and attachments are WalletHub’s own import attributes. Budgets and rules never transfer between two apps in this index.

What you gain

  • Nothing recorded

What you lose

  • Nothing recorded

What is unchanged

  • Free tier, Account aggregation, History import, Budgeting, Recurring transactions, Bills, Goal tracking, Subscription tracking, Net worth, Investment tracking, Reports, Alerts, Partner or household, Full mobile app

50 attributes are Unknown on one side and left out. Gains and losses are a diff of the two records.

How to do it

  1. Export from Wallet by BudgetBakers first

    Take the transaction export while your subscription is live. The record says export is available.

  2. Import before you connect anything

    Import the file first. Connecting banks first creates duplicates that then have to be merged one by one.

  3. Connect accounts

    Find out which of your banks fail before you are billed. WalletHub reaches banks through an unrecorded connector.

  4. Rebuild budgets and rules

    No app in this index imports another’s budgets or rules. Budgets are quick; rules are worth rebuilding as transactions arrive rather than all at once.