I am trying to import the bank transactions using CSV. I could map the fields and the transactions have appeared in the ledger. However, the import did not add the Payees automatically.
Please can you guide me.
Importing CSV not adding payees automatically
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Importing CSV not adding payees automatically
Thank you
Dr Suresh PB
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Re: Importing CSV not adding payees automatically
To help you, please could you post here:
- A couple of lines from your CSV file (open the file in a text editor such as Notepad and copy and paste the lines directly from the file)
- A screenshot of the MMEX Import screen so we can see the fields names you have mapped and the preview of the data (at the bottom of the screen)
- A couple of lines from your CSV file (open the file in a text editor such as Notepad and copy and paste the lines directly from the file)
- A screenshot of the MMEX Import screen so we can see the fields names you have mapped and the preview of the data (at the bottom of the screen)
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Re: Importing CSV not adding payees automatically
Have attached the csv sample and import mapping screenshot.
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Thank you
Dr Suresh PB
Dr Suresh PB
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Re: Importing CSV not adding payees automatically
There is no payee record in the csv file.
This file may be imported with the following settings: But payee will be empty:
This file may be imported with the following settings: But payee will be empty:
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Re: Importing CSV not adding payees automatically
Looks like the Deposit and Withdrawal amounts have been both been treated as Deposits in your screenshot Nikolay.
Last edited by MartinArmstrong on Tue Mar 30, 2021 7:26 pm, edited 1 time in total.
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Re: Importing CSV not adding payees automatically
I've fixed this issue.
The binary fles available here:
https://ci.appveyor.com/project/moneyma ... /artifacts
https://github.com/moneymanagerex/money ... ssues/3168
The binary fles available here:
https://ci.appveyor.com/project/moneyma ... /artifacts
https://github.com/moneymanagerex/money ... ssues/3168