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Clunky bank import

WoodwormWoodworm Member Posts: 2

I only have a few transactions a week, so Open Banking is not cost effective for me - I use CSV. I Have two issues with this
1) Why can I not save the format of my CSV file instead of having to specify it every time?
2) If I have a file containing only payments I can't specify the Deposits field, even though I can see the empty column on screen. I have to select the Payments column, and then indivudally change every transaction.

J

edited February 29, 2020 in Accounting Technical Support

Comments

  • ConnorMConnorM Member Posts: 1,229 ✭✭✭

    Hey @Woodworm, I'm sorry for the difficulties you've been seeing with regards to CSV uploading in Wave. Both of your inquiries are things that are unable to be changed, and are necessary portions of the CSV uploading workflow. I will make sure to get your feedback send up to my development team for their consideration, for sure.

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