Import Bank Statement Reference Import Failure

Since auto-numbering can be enabled on receipts & payments I can no longer let bank statement import to populate Reference field.

Imagine your bank using reference number such as 111111111, then the next receipt you create (if auto-numbering enabled) would produce automatic reference 111111112.

So if your CSV file has reference, it should be within description column now.

Therefore CSV import understands following columns only:

  • Date
  • Payee
  • Description
  • Amount