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Statements and transaction imports

Keep commas inside transaction descriptions intact

Use properly quoted CSV fields so a merchant description stays in one column.

Updated 2026-11-11

A comma inside a CSV description belongs inside a quoted field when comma is the file separator. Otherwise the importer can read part of the description as another column and shift the amount mapping.

For example, a description containing a company name followed by a city can include an internal comma. Preserve the bank’s quoting when you export or edit the file.

Check a shifted preview

  1. Find the affected source row and compare its columns with a nearby row that reads correctly.
  2. Confirm Separator is set to the file’s actual delimiter.
  3. If the file’s quoting is damaged, export it again from the bank or save a corrected CSV through a spreadsheet tool that handles quoted fields. Reopen Preview and compare the entire row.

Do not delete punctuation from merchant names solely to force columns into place. Correct the file structure while preserving the description’s meaning.

The parser supports quoted fields and doubled quotation marks inside them. A missing closing quote can affect later rows as well as the visible problem row, so inspect the file from the reported line onward before importing.

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