Importing (bank) transactions

When I imported a csv it asked me to indentify various columns, including description, but when tagging the transactions it ignores the description detail it has imported! I want those description to be the descriptions for tagging. These are all non-supplier/non-customer items.

Am I missing something?

Hi @henryg

Just to confirm - these descriptions show up in the mapping process, you select it, but then they’re not imported. Is that correct?

After import the ‘description’ column on the import screen becomes the transaction ‘reference’; and when tagging subsequently I am required to enter a (new) description.

I can’t upload a screen capture as I’m away from my pc.

Hi @henryg,

I believe you have sent screenshots to @QFMathew, so he will take a look for you and see if he can help from there :slight_smile:

This topic was automatically closed after 7 days. New replies are no longer allowed.