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Importing CSV not adding payees automatically
Posted: Fri Mar 26, 2021 4:04 am
by spillaip
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.
Re: Importing CSV not adding payees automatically
Posted: Fri Mar 26, 2021 11:03 am
by MartinArmstrong
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)
Re: Importing CSV not adding payees automatically
Posted: Tue Mar 30, 2021 5:56 am
by spillaip
Have attached the csv sample and import mapping screenshot.
Re: Importing CSV not adding payees automatically
Posted: Tue Mar 30, 2021 2:07 pm
by Nikolay
There is no payee record in the csv file.
Screenshot 2021-03-30 170102.png
This file may be imported with the following settings:
Screenshot 2021-03-30 170623.png
But payee will be empty:
Screenshot 2021-03-30 170735.png
Re: Importing CSV not adding payees automatically
Posted: Tue Mar 30, 2021 7:23 pm
by MartinArmstrong
Nikolay wrote: ↑Tue Mar 30, 2021 2:07 pm
But payee will be empty:
Screenshot 2021-03-30 170735.png
Looks like the Deposit and Withdrawal amounts have been both been treated as
Deposits in your screenshot Nikolay.
Re: Importing CSV not adding payees automatically
Posted: Tue Mar 30, 2021 9:05 pm
by Nikolay