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Downloading Data


#1

Hi i am downloading bank statements from Lloyds Bank as cvs file and when i try to open in Manager it says date missing, can anyone tell me what i am doing wrong thanks Mark


#2

CSV must be in specific format for Manager to understand. Typically all banks should allow export in QIF, OFX or QBO formats which have been designed for bank statements. Manager supports all these three formats so if you can avoid CSV, then do avoid it. Otherwise you will need to manually edit CSV file to make it compatible with Manager.