I am trying to import a csv into a bank account it worked the other day but now its not importing the description field and I can not figure out whats wrong. I have just downloaded the latest version to see if that makes a difference but no. so here’s a screen shot of the CSV , note This is the 3rd copy of this CSV I thought that the first might have bug.
and here is what it comes out like
column Format: Date column is Date the 2 others are general.
You can send me your CSV file to lubos@manager.io
Done
Hello, I can’t import my bank statement which is in csv or pdf into the account manager. I always have an error message and also I can’t connect to my banker’s bank feed.
Welcome, as a new user it is strongly recommended to completely read the FAQ - Manager Forum Especially:
Be specific. Do not just tell us a feature does not work. Explain what you have done and why you think there is an issue. If your question relates to an apparent software problem (rather than an accounting topic), tell us your operating system (including the version), Manager edition (desktop, server, or cloud), and exactly what you think is wrong. If possible, post screen shots illustrating the problem.
Nowhere in the guides it states that you can import a PDF, for more detailed info search the forum and read the old guides at
https://www2.manager.io/guides/9240
As such also from the faq:
Help yourself by following two simple pieces of advice:
- Read the Guides first. They explain many features and functions of Manager. They include helpful illustrations and examples. We are always adding new ones and updating existing ones as capabilities of the program improve.
- Search before you post. Chances are good you are not the first person with a similar question. If you cannot find what you need in the Guides, thousands of topics with tens of thousands of postings make it likely the answer to your question is already here on the Forum. Before starting a new topic, tap into our huge, crowdsourced knowledge base.
You can not import a PDF. a CSV its all in the headings, and make sure the date format is the same as you set up in manager and is a date. The only headings you need are Date, Description and amount. and with expenses make sure they have a - Infront of the number. I have been doing it for years and the hick up I just had was my fault as I did not see a new line in one of the headings.
