"Date","Description","Transaction","Amount"
"24-06-2015","ABC DEF, and 123","CR","1.23"
"24-06-2015","Alpha Beta and Zeta","DB","5.89"

Notice how the Amount column contains absolute values – there are no plus or minus signs. The only way to distinguish between incomes and expenses is to look at the Transaction column and know what bank considers Credit and what they consider Debit. MoneyWiz is one of the very few applications on the market that can actually import files of this kind.

In order for the import to work, MoneyWiz needs the transaction code column to contain one of the following:

  • CR or DB value (short for credit/debit),

  • + or - value,

  • Income or Expense word (in any of the languages we support, not just in English),

  • the first letter of "income" or "expense" word (in any of the languages we support, not just in English), e.g. I for income and E for expense.

When you start importing the file and get to the "Match CSV fields" stage, link the transaction code column ("Transaction" column in our example above) to "Type" field and MoneyWiz will take care of the rest for you automatically.

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