I have recently moved from Santander to Revolut (saving myself my monthly charge). I have had no problem downloaded and importing my bank transactions into Quickfile. However when I tried it from Revolut (download .csv and then go to import in Quickfile) I get the message “Transaction amount wrongly mapped”.
Not sure what I am doing wrong and any help would be appreciated.
Hi Tarquin,
I had the same problem a while ago but with a different bank. The Amount column in your csv has not the right label/formation. See below. The first screenshot hat the label General but you need Currency or Number (If you use Number you may have to remove the œ in front of the numbers manually).
I changed it with opening Excel (you can also use LibreOffice or so) and changed the whole column to Currency. To save time the next time I recorded the process as a macro and run the macro each time before I uploaded the statement. As I said, that was my case, may yours is a bit different but I hope this helps a bit.
A CSV has no columns or formatting though. Because Excel/spreadsheet software opens them by default they are confused for spreadsheets, but they are still just a flat text file. I think your issue here is encoding which just happens to be fixed when you change the formatting.
Thanks for both of your suggestions. It prompted me to play around with the spreadsheet and delete the million columns of excess information and keep the three columns QuickFile uses. I then found that Revolut was using “tabs” as a separator so I removed them by saving the .csv as a .xls and then back into a .csv now with just commas. Worked a treat then as a manual import - I just had to assign the columns in QuickFile and job done.