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Importing CSV file
Posted: Thu Apr 23, 2020 3:46 pm
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
Re: Importing CSV file
Posted: Thu Apr 23, 2020 5:44 pm
by Nikolay
Could you please provide any csv line as a sample?
Re: Importing CSV file
Posted: Thu Apr 23, 2020 6:22 pm
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
Re: Importing CSV file
Posted: Thu Apr 23, 2020 6:54 pm
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.
Re: Importing CSV file
Posted: Thu Apr 23, 2020 7:08 pm
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.
Re: Importing CSV file
Posted: Fri Apr 24, 2020 9:51 am
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