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What should my CSV look like when uploading a bank statement? How should I format the columns on my statement upload?

While different banks may use different structures and formatting in their CSV files, however we need just four columns of data:

  • Date (In UK format - day before month)
  • Reference / Description (to identify the entry by name)
  • Amount (either combined in one column or separated into a Payment In and a Payment Out column)
  • Balance
 

Example of a good CSV file

Make sure your file looks similar to the screenshot below. Your file may have more or less columns which is ok as long as the necessary columns are present. You may also have two columns showing the amount split into payments in and payments out. Again, this is perfectly fine.

 

Example of a bad CSV file

If your file has any of these problems you will not be able to import the entries.

 

If you have a missing balance column see here.

Last Updated: 22 Mar 2017 11:57AM GMT
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