Importing CSV file

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abegold
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Importing CSV file

Post by abegold »

Hi,
In importing a credit card csv file, in addition to the transaction date field, there is a post date field. This field is not in the template. Is there a way of adding this, or any other field that may be needed to the template. Or perhaps a way to create individual templates for each financial institution?
Thanks
Nikolay
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Re: Importing CSV file

Post by Nikolay »

Could you please provide any csv line as a sample?
abegold
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Re: Importing CSV file

Post by abegold »

I hope this will do
Trans. Date,Post Date,Description,Amount,Category
01/07/2020,01/07/2020,"LABYRINTH BOOKS CATALOG 609-737-4171 NJ",117.80,"Merchandise"

In the import the Post field shows as empty
Nikolay
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Re: Importing CSV file

Post by Nikolay »

I don't understand what the problem?
Choose Trans. Date or Post Date as transaction date. Set "Don't care" for another one.
abegold
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Re: Importing CSV file

Post by abegold »

Sometimes those dates are different, and it may be useful to have them for paper trail reasons.
I have not experimented yet with other credit card companies or bank accounts so I am just anticipating, perhaps prematurely, questions.

But thank you for your help.
Nikolay
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Re: Importing CSV file

Post by Nikolay »

I've attached the pictures that I can't attach for previous message.

FYI The minor bug there:
https://github.com/moneymanagerex/money ... ssues/2410
Attachments
csv.PNG
csv.PNG (49.21 KiB) Viewed 4122 times
csv2.PNG
csv2.PNG (18.46 KiB) Viewed 4122 times
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