Bank data feed functionality

Support
1

Hi
I notice that export of bank data has several columns that are inaccessible with import CSV (Other).
Is it possible somehow to upload all of exported columns?
Exported file has columns:
“DATE”,“REFERENCE”,“NOTES”,“MONEY OUT (GBP)”,“MONEY IN (GBP)”,“MONEY OUT (PLN)”,“MONEY IN (PLN)”,“TAG STATUS”

However during import bank data I can only mark 3 columns: Transaction day, Description, Amount.
(amount can be splitted to amount in and amount out)

Does maybe some other predefined format include the columns for multicurrency?
It would be much easier to import such prepared CSV rather than input all statements manually.

Best regards
Marcin

2

Hi @Galin

The value of a transaction in GBP isn’t relevant for a non-GBP account, unless it’s tagged as a bank transfer or to an invoice. In these cases, it’s defined at the tagging stage rather than through the bank statement view or at the time of creating the transaction itself.

I hope that makes sense?

3

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