Can someone tell me what I am doing wrong? I downloaded my statements and changed them to the CSV but it will not import my bank information. Please help me.

Answer

Pleased to have you here, greenfield$1974.

I am here to help walk you through ensure your CSV file is imported successfully.

In order for you to import your data, your file must be a CSV file (comma-separated values). Your CSV file should contain the following information: Date, Description and Amount.

Ensure to leave off leading zeros and format the date like this: M/D/YY, not like this: MM/DD/YY. For example, January 1, 2016, would be 1/1/16. I have attached a sample CSV file for your reference.

Here’s how to import your CSV file:

  1. Go to the Gear Icon.
  2. Choose Imports in the drop-down menu.
  3. Select Import older transactions on the right for the account you want the transactions to belong to.
  4. Follow the instructions on-screen to finish importing your data.
  5. Click Import.

That should do it!

For future references, you may check this article: Import transactions from other sources.

Keep me posted on how things works on your end. I am always here to help you in managing your transactions.

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