Statements and transaction imports

Avoid mapping a running balance as the transaction amount

Use the movement value rather than the account balance after each row.

Updated 2026-11-11

Resolve a row with both money in and money out

Check split-column mappings when two nonzero amounts appear on one row.

Updated 2026-11-11

Handle a zero-amount row in a transaction export

Separate nontransaction lines from real movements before importing.

Updated 2026-11-11

Read amounts shown in parentheses

Confirm the direction of parenthesized amounts in a signed-column export.

Updated 2026-11-11

Read a bank amount with a trailing minus sign

Check how the parser interprets a minus after the number.

Updated 2026-11-11

Check CR and DR suffixes on imported amounts

Review suffix direction and column meaning before accepting parsed values.

Updated 2026-11-11

Prepare decimal-comma amounts for the structured importer

Convert numeric representation without changing the underlying amounts.

Updated 2026-11-11

Handle an amount with more than two decimal places

Resolve source precision instead of silently rounding an import value.

Updated 2026-11-11

Resolve a currency symbol that conflicts with the selected account

Check account identity and amount markers before importing.

Updated 2026-11-11

Fix an amount with conflicting sign markers

Remove formatting ambiguity only after confirming the source direction.

Updated 2026-11-11

Repair a CSV field with a missing closing quote

Use the reported line to locate incomplete quoted text.

Updated 2026-11-11

Fix unexpected text after a closing CSV quote

Check delimiter and quoting when a field ends incorrectly.

Updated 2026-11-11

Keep a multiline description within one CSV transaction

Use quoted fields when a description contains a line break.

Updated 2026-11-11

Understand how blank lines affect imported row counts

Separate empty lines from informational rows that still contain text.

Updated 2026-11-11

Resolve a description longer than 500 characters

Check whether several fields or rows were combined into the description.

Updated 2026-11-11

Check a payee that exceeds the import field length

Preserve the vendor identity without placing a whole narrative in Payee.

Updated 2026-11-11

Resolve an oversized bank reference field

Check that Bank reference contains the transaction identifier.

Updated 2026-11-11

Use a three-letter currency code in CSV imports

Keep source currency explicit and consistent with the selected account.

Updated 2026-11-11

Review beyond the first ten preview rows

Use the next validation step to check every row in a larger import.

Updated 2026-11-11

Understand preview totals when some rows have problems

Compare valid-row totals separately from the full source totals.

Updated 2026-11-11

Understand Ready in checked import rows

Review an eligible row before committing it to Transactions.

Updated 2026-11-11

Understand Already imported in an import check

Avoid adding another copy of recognized source activity.

Updated 2026-11-11

Decide whether a possible duplicate should be imported

Compare source evidence when an existing row shares the date and amount.

Updated 2026-11-11

Keep two genuine purchases with the same date and amount

Use receipts and bank references to distinguish repeated-looking movements.

Updated 2026-11-11

Skip a valid row you do not intend to import

Exclude a ready row through the batch decision without altering its source values.

Updated 2026-11-11

Use Skip all for a reviewed set of possible duplicates

Apply a broad exclusion only when every candidate represents existing activity.

Updated 2026-11-11

Use Import all only for distinct source movements

Review every possible duplicate before applying a broad inclusion decision.

Updated 2026-11-11

Recover an import decision that was not confirmed

Reload the same saved import before repeating an uncertain decision.

Updated 2026-11-11

Review rows marked Before start date

Check the intended boundary instead of changing genuine transaction dates.

Updated 2026-11-11

Handle source rows marked Closed period

Respect locked accounting history while reviewing an import.

Updated 2026-11-11