Upload Bank Statement and Manually Map Columns

Hi, What can I do within a CSV file to ensure that quick file asks me which columns I would like to use for date, Description & price when I import a statement as it only seems to ask me some of the time and other times it just takes an educated guess.

Once more really appreciate all the work you guys do. Thanks again,


If you are uploading an Excel (csv) file and your bank is not listed, select the “Other” option to manually map the columns:

Please refer to our knowledgebase guide for further help on ‘Importing your Bank Statement’.

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