Comments on: FAQ: How to Import CSV Files Into Goodbudget https://goodbudget.com/blog/2012/02/faq-how-can-i-import-my-banking-activity-with-csv/ Budget well. Live life. Do good. Tue, 01 Nov 2022 20:06:28 +0000 hourly 1 https://wordpress.org/?v=6.2 By: Carmen https://goodbudget.com/blog/2012/02/faq-how-can-i-import-my-banking-activity-with-csv/comment-page-1/#comment-32778 Tue, 01 Nov 2022 20:06:28 +0000 https://www.goodbudget.com/?p=1305#comment-32778 In reply to Carmen.

Hi,

It’s okay, I figured that I could just add a column in the CSV with =amount*-1, and used the new column as the amount column when importing.

Cheers.
Carmen

]]> By: Carmen https://goodbudget.com/blog/2012/02/faq-how-can-i-import-my-banking-activity-with-csv/comment-page-1/#comment-32777 Tue, 01 Nov 2022 19:54:16 +0000 https://www.goodbudget.com/?p=1305#comment-32777 Hi,

I’ve uploaded the CSV file, but all the amount had the opposite sign (eg, the credit amount became debit and the debit amount became credit).

How I can fix this?

Thanks in advance.

]]> By: alex https://goodbudget.com/blog/2012/02/faq-how-can-i-import-my-banking-activity-with-csv/comment-page-1/#comment-4781 Mon, 30 Dec 2019 19:42:47 +0000 https://www.goodbudget.com/?p=1305#comment-4781 In reply to Rolle.

Hi Rolle — sounds like there may be something with your file that’s confusing the Import tool. It’s hard to say exactly what might be happening without being able to see the file in question, so could you shoot us an email at support@goodbudget.com with the file attached so we can take a look? Thanks.

]]> By: Rolle https://goodbudget.com/blog/2012/02/faq-how-can-i-import-my-banking-activity-with-csv/comment-page-1/#comment-4778 Mon, 30 Dec 2019 14:28:25 +0000 https://www.goodbudget.com/?p=1305#comment-4778 Trying to import CSV, but i want to to choose “Period separators” and when I click upload you can´t

(We could not understand that file. Please upload a valid OFX, QFX, or CSV file. Also, make sure to choose the correct decimal mark below.)

When i choose “Comma separators” i have to edit my CSV so that there are no commas.. and thats a lot of editing…

]]> By: Karisa https://goodbudget.com/blog/2012/02/faq-how-can-i-import-my-banking-activity-with-csv/comment-page-1/#comment-3475 Wed, 23 Oct 2019 17:27:27 +0000 https://www.goodbudget.com/?p=1305#comment-3475 In reply to Regan.

Hi Regan – Sorry for the troubles importing your CSV file! You can use this Help article to troubleshoot some of those issues. If that doesn’t work, try importing with an OFX or QFX file instead.

]]> By: Regan https://goodbudget.com/blog/2012/02/faq-how-can-i-import-my-banking-activity-with-csv/comment-page-1/#comment-3467 Wed, 23 Oct 2019 04:40:21 +0000 https://www.goodbudget.com/?p=1305#comment-3467 I’m trying to import CSV files and keep getting an error that some rows are missing an amount value. How do I solve this?

]]> By: Karisa https://goodbudget.com/blog/2012/02/faq-how-can-i-import-my-banking-activity-with-csv/comment-page-1/#comment-2901 Tue, 24 Sep 2019 15:43:16 +0000 https://www.goodbudget.com/?p=1305#comment-2901 In reply to Duncan Mitchell.

Hi Duncan – Thanks for adding your voice! I’ve added your vote for this feature to our tracker. However, right now, we are not working on implementing a feature like this. Right now, we’re focusing our development efforts on updating the iOS app (adding Search and giving a face lift) as well as developing some course material. You can stay up to date with what we’re working on here: https://goodbudget.com/roadmap/

]]> By: Duncan Mitchell https://goodbudget.com/blog/2012/02/faq-how-can-i-import-my-banking-activity-with-csv/comment-page-1/#comment-2889 Tue, 24 Sep 2019 07:29:16 +0000 https://www.goodbudget.com/?p=1305#comment-2889 PLEASE add an extra column like everyone has been is asking (on your forums), so that we can simply batch allocate items to their respective envelops. I understand the complexity for when transactions need to be split or made into a transfer (one to many) however those should be the exception, 90% of transactions will be a simple one-to-one mapping.

I am at the point where I have prepared all my accounts for import and on upload I still have to manually confim and map every single transaction before i can move on.

I am a developer and system architect and I know that considering your existing functionality on CSV import adding this feature should be extremely simple.

]]> By: Karisa https://goodbudget.com/blog/2012/02/faq-how-can-i-import-my-banking-activity-with-csv/comment-page-1/#comment-1441 Tue, 06 Aug 2019 23:12:45 +0000 https://www.goodbudget.com/?p=1305#comment-1441 In reply to Caleb.

Hi Caleb – Thanks for posting. Are you asking if it’s possible to link your real life accounts to Goodbudget so that transactions are automatically added and sorted into the correct Envelope? If so, then, unfortunately that’s not possible.

]]> By: Caleb https://goodbudget.com/blog/2012/02/faq-how-can-i-import-my-banking-activity-with-csv/comment-page-1/#comment-1440 Mon, 05 Aug 2019 14:20:25 +0000 https://www.goodbudget.com/?p=1305#comment-1440 is there a way to import expenses directly into the correct envelope?

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