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)
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.