Import CSV not working

[XisoP01]

The .csv I exported from my bank can't be imported. After creating a bank account and clicking the import button I can select a .csv file I generated from my bank but after clicking Open in the selection pop-up I'm returned to the import landing wich is shown after clicking the import button..

Using a Dutch bank account. Maybe the issue occurs because the currency difference? Allready upvoted the adding of currency selection :)

[alex-phillips]

@XisoP01 thanks for the issue report! This may have to do with the currency. I do plan on adding currency selection in the future, but perhaps I could work around this in the meantime. If you wouldn't mind, could you share your export for dev purposes? Obviously please redact any account information, alter the balances if you'd like, etc. I believe if I just had a few CSV lines matching the format from your bank I could work something up.

[dugite-code]

@alex-phillips The CSV importer also appears to only support American style date formats MM/DD/YYYY rather than the common international DD/MM/YYYY

Additionally the importer appears to require a payee, for example the headers I have in my banks csv is: Date,Description,Debit/Credit,Balance where the balance is often blank.

[Hukuma1]

I got similar as above (Date,Description,Debit/Credit,Balance) with the Description being the Payee. I also had to delete a few lines as my bank added some summary stuff to the CSV file at the very top. The very first line of your CSV file should be the headers only.

[dugite-code]

I would have thought the description is for the memo field rather than the payee, so maybe that's my misunderstanding. My old bank did the same as yours with adding extra summary lines (and a bunch of blank lines) at the top and bottom of the CSV file

[Hukuma1]

Yeah, unfortunately my bank is in bizarro world and just combines both into one field it seems. The payee and the memo is all in one field under description.

[adriancossu]

I'm also unable to get the CSV to upload. The headers in my bank file are (Date, Description, Debit, Credit, Balance). My date is in the american format with month first i.e. MM/DD/YYYY. I've tried to the following mapping combinations

• Description to both payee and memo.
• debit to outflow and to amount
• credit to both inflow and amount

Unfortunately, none of these combinations have worked for me. Appreciate any advice. Thanks,

[willwillis]

Does someone have an example of what an "good" importable file looks like? It might be good to include a template or reference in the project.

[typhooncarr]

Not to make things more complicated however my bank is putting the date format as YYYYMMDD which breaks the import parser. This almost needs to be a user definable option as to what date format the CSV file has, which is how FireFly-iii Data Importer is working.

[Hukuma1]

I think it'd be smart to branch out each institution to its own template? I think FireFly does this too. e.g. Chase Bank import, Bank of America import, etc. Different countries too perhaps.

[DastardlyDino]

+1 Still not able to import CSV files.

Not being able to import CSV is a big issue for me personally. While ideally I would type in each transaction myself individually I am too lazy and like to import weekly or monthly CSV files.

[dugite-code]

@DastardlyDino The best option of ensuring you can import your transactions currently is to use the export functionality to generate a valid csv file to use as a template. By opening this csv file and your bank's csv file in a plain text editor you can then see what you need to do to modify your own transaction data.