I’m new to quickfile and have just tried to import my bank transactions from csv file (Cooperative Bank) - when I open the file directly the transactions are correctly sorted into Money IN and Money OUT, but when it’s imported into quickfile all the transactions are in the Money IN column. Any suggestions of how to correct this?
Hello @SandyGee
When you import select the bank name as other, this then gives you an option to manually map the Money In and Money out columns.
Oh thank you Steve - that’s really helpful.
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