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
Importing CSV file
Moderator: Renato
-
- Developer
- Posts: 1535
- Joined: Sat Dec 06, 2008 2:27 pm
- Are you a spam bot?: No
- Location: Sankt-Petersburg, Russia
Re: Importing CSV file
Could you please provide any csv line as a sample?
Re: Importing CSV file
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
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
-
- Developer
- Posts: 1535
- Joined: Sat Dec 06, 2008 2:27 pm
- Are you a spam bot?: No
- Location: Sankt-Petersburg, Russia
Re: Importing CSV file
I don't understand what the problem?
Choose Trans. Date or Post Date as transaction date. Set "Don't care" for another one.
Choose Trans. Date or Post Date as transaction date. Set "Don't care" for another one.
Re: Importing CSV file
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.
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.
-
- Developer
- Posts: 1535
- Joined: Sat Dec 06, 2008 2:27 pm
- Are you a spam bot?: No
- Location: Sankt-Petersburg, Russia
Re: Importing CSV file
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
FYI The minor bug there:
https://github.com/moneymanagerex/money ... ssues/2410
- Attachments
-
- csv.PNG (49.21 KiB) Viewed 4132 times
-
- csv2.PNG (18.46 KiB) Viewed 4132 times