Search found 3 matches

by forumID
Sat Aug 27, 2016 1:43 am
Forum: Windows
Topic: CSV import
Replies: 7
Views: 6038

Re: CSV import

From my experience, the CSV import fails under two conditions: Headers have  spaces and are not enclosed in quotes (I had Transaction type, Check number, Daily Posted balance). Fixed when I got rid of the spaces Amount had  parentheses for negative numbers. Fixed when I replaced  those with the nega...
by forumID
Sun Aug 14, 2016 4:56 am
Forum: Windows
Topic: CSV import
Replies: 7
Views: 6038

Re: CSV import

My bank exports to CSV format. The problem occurs when the negative amount is enclosed in parentheses. It skips the record. When replaced with minus sign the import works as expected The $ sign in the amount is not creating any problems. Sample Data: Imports OK... data edited to replace  ( ) with  -...
by forumID
Sun Aug 14, 2016 4:35 am
Forum: Windows
Topic: CSV import
Replies: 7
Views: 6038

Re: CSV import

I've also run into this problem. In my case, the rows that are being excluded are the ones with ( ) - negative values or Zeros. My bank provides just one column for amount with parentheses for negative values. The $ is present but that does not seem to create issues Sample: (only the first was impor...