Hi BroPar,
Thank you for posting in the Community. Let's try to check your CSV file and ensure that the file doesn't break any of these restrictions.
- 0's are not allowed anywhere in the file, e.g $0 should be left blank
- Ensure there are no ( ) used for negative amounts and ensure the column(s) are formatted correctly
- $ symbols are not allowed, e.g $234 should be 234
- Commas for thousands are not allowed, e.g 2,111 should be 2111
- Other special characters such as #, %, and & are not allowed.
- Correct any transactions with the amount showing in the description column
- Remove the word “amount" if it appears in the credit or debit column, i.e. credit amount, debit amount
- Correct and standardise the date format to a single format i.e. dd/mm/yyyy
- MAC users must save the file as a Windows CSV file
Also, please make sure that your CSV file format has the following columns only: Date, Description and Amount or Date, Description, Debit, Credit.
For more detailed information, you can also check on this article on how to import Bank transactions via CSV.
Get back to this thread if you need more help. We're just one comment away. Keep safe!
