Tag

CSV

Import a CSV exportTurn a CSV from your bank or another app into transactions in one account. Your AI reads the file, shows a preview, and saves on your yes.
Import error messages and how to fix themWhat each import error or warning means, from date and amount errors to a missing opening balance or an expired confirmation, and how to fix it.
CSV import says dates must be YYYY-MM-DDWhy a CSV upload is blocked when its dates aren't YYYY-MM-DD, and the two fixes. Name the file's date order, or let your AI convert the dates.
Bank CSVs with decimal commas, semicolons and day-first datesImport a bank CSV with semicolons, decimal commas and dates such as 02.09.2026, through your AI or a direct upload that names the date order.
Using Pennyweight in JapanBank linking is US-only, so Japanese accounts use statement import. Add a yen account and have your AI read your bank's CSV, Shift-JIS included.
CSV format referenceThe headers, amount layouts, date orders, separators and encodings Pennyweight's direct CSV upload understands, and the columns it ignores.