# CSV statements import issue

**URL:** <https://forum.manager.io/t/csv-statements-import-issue/4123>\
**Category:** Uncategorized\
**Created:** [November 20, 2015, 4:45pm UTC](https://forum.manager.io/t/csv-statements-import-issue/4123 "2015-11-20T16:45:12Z")\
**Posts on this page:** 12\
**Page:** 1

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**Author:** ![eximbt](https://avatars.discourse-cdn.com/v4/letter/e/9de053/32.png) [@eximbt](https://forum.manager.io/u/eximbt)\
**Post date:** [November 20, 2015, 4:45pm UTC](https://forum.manager.io/t/csv-statements-import-issue/4123/1 "2015-11-20T16:45:12Z")

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First of all I would like to congratulate you and your team for developing such a productive software. I am trying to to create my small company banking base.

But i encountered an issue. My bank is CITI BANK INDIA and it says several errors during importing… However I did read all whats Manager recognizes from the statement. In the forum its mentioned that the manager recognizes payee, description amount reference and Date… how ever my citi bank statement is in excel csv format as per requirements but has values as DATE DESCRIPTION WITHDRAWAL DEPOSITS AND AMOUNT.

Can you please help how I can import my statement successfully.

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**Author:** ![lubos](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/lubos/32/62798_2.png) [@lubos](https://forum.manager.io/u/lubos)\
**Post date:** [November 23, 2015, 10:41pm UTC](https://forum.manager.io/t/csv-statements-import-issue/4123/2 "2015-11-23T22:41:37Z")

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If you are importing in CSV format, you need to rename columns before importing to match what Manager expects.

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**Author:** ![Andro](https://avatars.discourse-cdn.com/v4/letter/a/a587f6/32.png) [@Andro](https://forum.manager.io/u/Andro)\
**Post date:** [December 5, 2015, 8:35am UTC](https://forum.manager.io/t/csv-statements-import-issue/4123/3 "2015-12-05T08:35:50Z")

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So?  
Which format is it?  
Can not found it.  
Can you give us real expected format.  
what format for:  
-date  
-needed column  
-amount  
-account vs expense

- Dr and Cr

So confused.  
I am migrating from gnucash here.

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**Author:** ![lubos](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/lubos/32/62798_2.png) [@lubos](https://forum.manager.io/u/lubos)\
**Post date:** [December 7, 2015, 12:21am UTC](https://forum.manager.io/t/csv-statements-import-issue/4123/4 "2015-12-07T00:21:18Z")

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Check [Manager Cloud](http://guides.manager.io/businesses/bank-accounts/importing-bank-statements)

The list of columns is at the end of the article.

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**Author:** ![d3mad](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/d3mad/32/3963_2.png) [@d3mad](https://forum.manager.io/u/d3mad)\
**Post date:** [January 24, 2017, 9:50pm UTC](https://forum.manager.io/t/csv-statements-import-issue/4123/5 "2017-01-24T21:50:08Z")

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@lubos the article link is dead

disregard, found something here:

> [@Importing bank statements .csv template?](https://forum.manager.io/t/importing-bank-statements-csv-template/1405/2):
>
> There is limited support for importing .csv bank statement. When importing CSV file, Manager will look for following columns in CSV file Date Payee Reference Description Amount

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**Author:** ![Tut](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/tut/32/3286_2.png) [@Tut](https://forum.manager.io/u/Tut)\
**Post date:** [January 24, 2017, 9:54pm UTC](https://forum.manager.io/t/csv-statements-import-issue/4123/6 "2017-01-24T21:54:01Z")

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Most links older than 8 months are dead. Here is the replacement:

> [@Importing bank statements](https://forum.manager.io/t/importing-bank-statements/5484):
>
> To save time, you can import bank statement transactions instead of manually entering them. To import a bank statement: Go to Cash Accounts tab. [[image] ](https://i.imgur.com/bpRPvj5.png) Click the amount from the Cleared balance column of the bank account you are importing transactions into. [[image] ](https://i.imgur.com/2yteVwU.png) Click Import Bank Statement button. [image] Select the file on your computer containing the transactions you exported from your bank a…

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**Author:** ![d3mad](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/d3mad/32/3963_2.png) [@d3mad](https://forum.manager.io/u/d3mad)\
**Post date:** [January 24, 2017, 9:56pm UTC](https://forum.manager.io/t/csv-statements-import-issue/4123/7 "2017-01-24T21:56:11Z")

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Thanks @Tut

My bank’s CSV only prints:

date, amount, description, balance

does that mean it’s a no go for me?

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**Author:** ![d3mad](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/d3mad/32/3963_2.png) [@d3mad](https://forum.manager.io/u/d3mad)\
**Post date:** [January 24, 2017, 10:09pm UTC](https://forum.manager.io/t/csv-statements-import-issue/4123/8 "2017-01-24T22:09:50Z")

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Apparently not.

I only used date, amount and balance. It worked, although my description field is a bit messed up because the bank didn’t delineate the description and payee. But I can work with that.

I might manually edit that in the future

Thanks for the link @tut

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**Author:** ![bambinou](https://avatars.discourse-cdn.com/v4/letter/b/5f8ce5/32.png) [@bambinou](https://forum.manager.io/u/bambinou)\
**Post date:** [April 6, 2017, 2:32pm UTC](https://forum.manager.io/t/csv-statements-import-issue/4123/9 "2017-04-06T14:32:31Z")

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Hi Lubos, this link is not working anymore, do you have an updated one please?

I cannot import my csv and do not know what names the columns should be.

Thank you.

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**Author:** ![Tut](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/tut/32/3286_2.png) [@Tut](https://forum.manager.io/u/Tut)\
**Post date:** [April 6, 2017, 3:04pm UTC](https://forum.manager.io/t/csv-statements-import-issue/4123/10 "2017-04-06T15:04:12Z")

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Click on Guides in the top menu, then How to…, and look under Cash Accounts.

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**Author:** ![bambinou](https://avatars.discourse-cdn.com/v4/letter/b/5f8ce5/32.png) [@bambinou](https://forum.manager.io/u/bambinou)\
**Post date:** [April 6, 2017, 5:18pm UTC](https://forum.manager.io/t/csv-statements-import-issue/4123/11 "2017-04-06T17:18:23Z")

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Thank you.

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**Author:** ![Ealfardan](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/ealfardan/32/63166_2.png) [@Ealfardan](https://forum.manager.io/u/Ealfardan)\
**Post date:** [January 18, 2023, 3:27pm UTC](https://forum.manager.io/t/csv-statements-import-issue/4123/12 "2023-01-18T15:27:52Z")

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Closed on January 18, 2023, 3:27pm UTC


