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My CSV upload didn't work — how do I fix it?

In short: If the uploader shows "Error: 1. Please check your CSV file type and receipt method then try again.", no transactions could be read. The three usual causes are the wrong CSV File Type for your bank, a file not saved as CSV (Comma delimited), or transaction dates outside the supported range.

This covers the csv won't upload, no transactions, upload failed and file format problems.

Work through the three causes

  1. Wrong CSV File Type for the bank. Each format reads fixed columns for one specific bank account and export type. Open Settings → Receipts → Receipt Methods, edit the Method you chose, and confirm its CSV File Type matches the exact bank account and export that produced the file. The wrong format reads the wrong columns (or shows your deposits as Debit Transactions).
  2. Not saved as CSV (Comma delimited). Re-save the file from Excel or your bank as CSV (Comma delimited) and try again. The uploader accepts .csv, .txt, .xls and .xlsx.
  3. Dates outside the supported range. The uploader only reads rows dated within the last 10 years, and only rows within the last 5 years can actually be saved as receipts. A statement of only older transactions reads as empty.

Then retry

  1. Click Retry (or Reset) in the uploader to clear the current file.
  2. Re-pick the file and the corrected Method.
  3. Click Upload again.

💡 Tip: If no format fits your file, rearrange your data into the Generic layout (Date, Description, Reference, Amount), or try ⚡ SmartDetect before uploading.

  • Fixing CSV upload errors