Mapping imported lines to Hemma's budget

01What's going on

Hemma extracted every line item from your imported file. For each one, an AI proposes which budget line in your tree it most likely belongs to, and labels its confidence as High, Medium, or Low. It also writes a short reason in plain language — "This line mentions roof tiles, which falls under Roof → Tiles." — so you do not have to guess why it suggested what it did.

The screen lists every imported item on the left, with the suggested budget line and its confidence next to it. Your job is to walk the list and either accept the suggestion or pick a different line.

02How to work through it

1. Filter to Low confidence first. Anything Hemma was unsure about is the work that needs you. Knock those out, then the Mediums, then glance at the Highs.
2. For each line, accept or override. If the suggestion is right, leave it. If it is wrong, click the suggested line and pick a different one from the searchable dropdown — including any line you added yourself in building a budget from scratch.
3. If nothing fits, add a line. You can add a new budget line directly from the picker without leaving the wizard. The new line drops into your tree under the parent you choose.
4. If the import contains things that should not be in the budget at all — a totals row, a header, a footer — leave the budget line empty for that item. It stays in the import history but does not affect any budget total.
5. Confirm. When every row has either a target line or a deliberate skip, the Finish button activates. Tap it and the budget is updated.

03What "confidence" means

The AI is not guessing blindly. It reads the imported description, your current tree, and the canonical budget template. Each label means roughly:

• High — the imported line clearly matches the suggested budget line. Usually safe to accept without reading the reason.
• Medium — the match is plausible but not unambiguous. Worth a glance at the reason before accepting.
• Low — Hemma found something but is not confident. Read the row carefully and pick the right line yourself.

Confidence is a guide, not a verdict. You always have the final word.

04What Hemma learns

Every accept and every override is recorded as training data. Hemma uses those captures to suggest better matches the next time you (or anyone else on Hemma) imports a similar line. Overriding a wrong suggestion is not a complaint; it is teaching.

05Common questions

Can I run the wizard again later? Yes. Re-running the import overlays the new file on top of your current budget. Lines you have already mapped keep their mapping; new lines go through the wizard again.

What happens to invoices linked under the old structure? They stay where they are. The wizard maps imported budget lines, not invoices. If a remap changes where you would expect an invoice to live, see linking an invoice or quote to a budget line.

The wizard is showing the wrong canonical lines. The suggestions are drawn from the canonical template Hemma seeded plus any lines you added yourself. If a category is missing entirely, add the line first (the picker has an "Add line" affordance), then map to it.

Some imported items show no suggestion at all. That happens when the imported description is empty or too generic ("Other costs", "Misc"). Those rows need a manual pick.

06What if it goes wrong

• The wizard finished but a line did not appear in the budget? Refresh the budget page. If it is still missing, the imported row probably had an empty target and was deliberately skipped.
• A budget total looks wrong after mapping? See my budget total looks wrong.

07Related

• Importing a budget from Excel or CSV
• Building a budget from scratch
• Linking an invoice or quote to a budget line
• Reading your budget status