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How to Upload a CSV File
If you are uploading CSV files to a non-linked bank/credit card account, you should first create that account by clicking the Add New Account button on the Bank Transactions screen and selecting Create a Manual Account.
1. From the Bank Transactions screen in Bank Feeds, select the account card you wish to upload a CSV file for and press the pencil icon.
2. On the Account Details popup, select Upload CSV File.
For most banks you do not need to edit the file you download, Bank Feeds is smart enough to recognise the majority of bank CSV files and handle them correctly.
2a. If your import doesn't work automatically, you may download one of the templates and use a spreadsheet program to copy/paste the data into the correct format. Dates should be in dd/mm/yyyy format and positive values represent incomings in an account & negative values represent outgoings.
3. Once you have uploaded the file, you will see the details of the upload (including the number of the transactions) at the bottom of the screen:
Deleting Previous Uploads
If you make a mistake, for example by performing multiple uploads and duplicating some transactions, you can delete the entire upload by clicking on the red bin icon.
Note that this will delete all the transactions in that upload, including any that you have already categorised or matched. We cannot recover these transactions, so please be careful when performing this deletion.