Import CSV file

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zh_olga
Posts: 76
Joined: 19 November 2013, 21:48

Import CSV file

Post by zh_olga »

Hi Angeman, when I import transactions from my bank in csv format (i use built-in browser) - they all go into the same account. How do i define which account to put transactions to when i download/import? Could you show, please?

My bank offers these file formats to download
Screen Shot 2021-11-10 at 3.58.36 PM.png
Screen Shot 2021-11-10 at 3.58.36 PM.png (13.42 KiB) Viewed 3792 times
Maybe choosing a different format will help?
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Angeman
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Re: Import CSV file

Post by Angeman »

It in the import settings screen (the one where you can change the date format and encoding) there is a field where you can put the name of the column that contains the account name. To know the name of the column you have to open the CSV file with Numbers or Excel for example.
zh_olga
Posts: 76
Joined: 19 November 2013, 21:48

Re: Import CSV file

Post by zh_olga »

The naming of accounts I have in iCompta is different from naming of accounts in the bank
Will it match based on the number of the account?
zh_olga
Posts: 76
Joined: 19 November 2013, 21:48

Re: Import CSV file

Post by zh_olga »

The column that contains the number of the account in csv import file is 3rd.
It's named in cyrillic and looks like this
Screen Shot 2021-11-10 at 9.11.47 PM.png
Screen Shot 2021-11-10 at 9.11.47 PM.png (14.62 KiB) Viewed 3786 times
your advice?
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Angeman
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Re: Import CSV file

Post by Angeman »

Ok so you should put that name exactly the same in Cyrillic in the "Account column" field of the import settings window of iCompta. And make sure to select the correct Cyrillic encoding in the encoding pop up button of the same window.
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