Learn more about the required columns here. Missing data - The CSV file misses one of the following columns. There are different reasons why an import fails.
#SEE FINANCE 2 UPDATE#
Update the colors for the Income and Expense accounts – the CSV file doesn’t include the category colors.Create new account called Opening Balances in the Equity group.Set up the initial account balances – the CSV file doesn’t include the initial account balances.Wait for the import to finish – this may take some time.Go to App Settings → Export → Export As CSV.Export your data from Finances 1 as CSV.
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If you’re using Finances 1 and want to import the existing transaction into Finances 2, do the following steps. Select a preset for your CSV file or configure the date format, text encoding and delimiter.Open the CSV file, for example in iCloud Drive.The account B will be a sub-account of A. For example the string A:B results in account A and B. If you’re missing a preset for your CSV file, please get in touch.Īccount Delimiter – The account delimiter is used to create an hierarchy of accounts from a single string. Apps: Cost, Depit & Credit, Dollarbird, Finances 1, Finances 2, iFinance, Mint, Money, Mone圜ontrol, MoneyWiz, Moni, Pocket Money, Quicken, SEE Finance 2, Spendee, YNAB.Banks: Bawak P.S.K, Erste Bank, Diners Club, mBank S.A., Navy Federal Credit Union, OTP Bank, Raiffeisen, Sparkasse, PayLife.There are presets for the following banks and apps. A preset defines the date format, text encoding, column delimiter, account delimiter and column mapping. Presets - When importing CSV files into Finances, you can choose from various presets.
#SEE FINANCE 2 FOR MAC#
Finances for Mac will then assign transactions without an account to the specified account. To do that you have to open a journal, right-click on an account and choose Import. This is useful if you’re importing a CSV file which doesn’t include account information – like most CSV files from banks do. If you choose to import into a new journal, the journal will be named after the imported file.įinances for Mac also lets you import data into a specific account. Journal - Transactions can be imported into a new or existing journal. You can edit multiple transactions at once as described here. But Finances for Mac makes that really easy. Finances doesn’t do that automatically for you. After importing data, you should assign uncategorized transactions to an income or expense account. If a CSV file doesn’t include the account or category of a transaction, then Finances will use the account Uncategorized. If available, the transaction is an expense transaction.Įxpenses:Household $5.60 Uncategorized transactions
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If not available, the transaction is either an income or expense transaction.