Hello, I’m having trouble importing a bank statement, it has worked no problem in the past. Not working today. Would love some help please

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Hello, I’m having trouble importing a bank statement, it has worked no problem in the past. Not working today. Would love some help please

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Peter Connor ⋅ Staff November 14, 2015
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Hi, 
Is it a CSV import?
P

#answer-2147
  1. The Palv November 14, 2015
    Yeah. I used Numbers to rename the columns and it said the column headers were incorrect.
  2. The Palv November 14, 2015
    I'm trying a google sheets one now to see if that works.
  3. The Palv November 14, 2015
    Google sheets one worked fine. Must be a problem with Numbers - it had formatting on it that it didn't have before. Thanks P
  4. Peter Connor November 14, 2015
    If you go to the bank import page, and pick other from the drop down you'll see a sample xls page. Download that and copy your data into it.
  5. The Palv November 14, 2015
    Good to know. Thanks
  6. Peter Connor November 14, 2015
    Here it is, so delete the data from it and copy you're data in. Just the data not the empty cells around it.
  7. The Palv November 14, 2015
    Thanks, that's a great help

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