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SarahannC
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Hello there, rafalb.

 

Could you please provide the three different options you're seeing? In the meantime, you can save a file as a Windows CSV file using a Mac by following these steps.

 

  1. Open the file you want to save as a CSV in the application you used to create it, such as Microsoft Excel.
  2. Once the file is open, go to the File menu at the top of the screen. Then, Save As.
  3. In the Save As dialog box, choose a location to save the file and enter a name for the file.
  4. Below the file name, you should see a dropdown menu for File Format or Format. Select CSV (Comma Separated Values) from this dropdown.
  5. After selecting CSV as the file format, click the Save button to save the file as a CSV.

 

These steps will help you to save a file as a Windows CSV file using a Mac. The CSV format is compatible across different operating systems and devices. If you need further help, you can consult an IT expert for guidance in saving files as Windows CSV files.

 

After the import is complete, your bank transactions will appear in the Banking menu. You will find each imported entry displayed on the For Review tab. You can then review, add, or match each transaction to prevent duplicate entries.

 

Don't hesitate to leave a comment below if you have additional questions about importing transaction using CSV file. I'd be around to help you out.