What Happens If My Account Update Failed?

What Happens If My Account Update Failed?

Last updated:

November 6, 2023

We try to make the account update process simple and easy, but sometimes things go awry. But, not to worry! Follow the steps below to get all your information migrated to the newest Balance Pro app.

Step 1: Delete Accounts with Errors

If you have errors, duplicates, or omissions of your transactions, go ahead a delete the account that holds those transactions.

  1. From the All Accounts tab, tap the green edit icon at the top right of your screen.
  2. You should see a red delete icon appear next to each of your accounts. Go ahead and tap the delete icon and proceed to delete your account(s).
  3. Tap Done when you are finished.

Step 2: Export Transactions From the Older Version of Balance Pro

In this step you will log in to the previous version of Balance Pro and export your transactions.

  1. Go to in your web browser
  2. Log in to your Balance Pro app. Note: your password will be your previously set password. If you have trouble logging in, you may reset your password.
  3. Tap on the Settings tab, then tap Export Transactions
  4. You can now export each of your account's transactions. The transactions will be emailed to you with a CSV file.

Step 3: Import Transactions to the New Balance Pro App

As the final step, you can now import your transactions to the new Balance Pro app.

  1. In the Balance Pro app navigate to the All Accounts screen. Tap the green plus icon in the bottom right of the screen. Go ahead and add the accounts you want and set the initial balance, you can set that at 0. Esentially we need your account set up so that we can import all the transactions into that account (we'll cover that below).
  2. Tap the Settings tab > Transactions > Import
  3. In the dropdown field, select the account in which you'd like to upload your transactions.
  4. Tap the button that says, "Select CSV to Import" and you will be prompted to select the CSV file that you exported in step 2. If you exported multiple CSV files, be sure to select the right CSV for the account you selected.
  5. Be patient as the transactions upload into your account. Do not leave the page or let your device fall asleep.

What About My Bills?

We don't have a manual way to import your bills, but you can easily just re-add your bills just like they were set up in the previous version of Balance Pro.

I Need Help

If you need help or have questions, please contact us.

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