Hi Olivier, I know it’s annoying to see an error with no explanation. It often means the CSV format needs a tweak, and I’ll help you figure this out.
Here are a few quick checks that fix most import errors:
1. Ensure your CSV file follows one of the two supported formats:
- 3-column format: Date, Description, Amount.
- 4-column format: Date, Description, Credit, Debit.
2. While reviewing your file formatting, ensure that you remove any zeros from cells that should remain blank, leaving them empty.
3. Ensure the Description column contains no numbers or special characters.
4. Remove the word amount if it appears in the Credit or Debit column header.
5. Use a consistent date format throughout the file, such as dd/mm/yyyy.
6. Mac users should save the CSV file in a Windows CSV format to avoid compatibility issues.
7. In some cases, banks include the day of the week in the Date column (e.g., 20/11/2018 TUE). You need to remove the day of the week by splitting the date and day into separate columns using Excel’s Text to Columns feature with a space as the delimiter.
For more detailed formatting steps and additional troubleshooting tips, refer to this article: Common errors for importing bank transactions using CSV.
If the error still appears after these steps, please reply with the exact error message or any error code you see on the screen. That will let us check our resources for more targeted troubleshooting and next steps.
I’ll ensure this conversation remains open for any future updates and discussions.
