Import Transactions from CSV file

Jwilkins11

When you use the feature ‘Import Transactions from CSV’, the ability to link Transaction data fields to the CSV data fields in the CSV file isn’t working correct. The Transaction data fields on the left column are not functional as you would expect them to be. They do not have dropdown menus making available all the Transaction data fields to link to the CSV data fields. There are six Transaction data fields already provided, however, of these there is only one data field for the Amount of the Transaction which only populates the Transaction Deposit data field.

Anyone else aware of the issue and/or know of a work around?

borate

Ai offers some Solutions & Workarounds - not guaranteed to be 100% accurate.

"1. Check for Updates

2. CSV Formatting

MoneyLine often expects separate columns for Deposit and Withdrawal.

Example:

Date   Description   Deposit   Withdrawal       2024-06-01   Paycheck   1000         2024-06-02   Grocery Store       75

     Try modifying your CSV to explicitly split amounts between Deposit and Withdrawal columns before importing.

3. Field Mapping Limitations

If the left-hand mapping column does not show dropdowns, this is a software limitation or bug in the current release.

4. Contact NCH Support

Describe exactly what you wrote here.
NCH does respond to user reports and may have a patch, or could escalate the issue if it’s a genuine bug.
- NCH MoneyLine Support

5. Alternative Import Method (Manual Adjustment)

Try importing a manually created, minimal sample CSV exported from MoneyLine, see what fields it expects, and match your CSV column names and structure exactly.

6. Third-Party Tools

Consider using Excel or a text editor to restructure your CSV file before import, so it matches the expected columns.

What You’re Experiencing:

This is a known limitation with some MoneyLine versions.
Users have reported that they can only map a fixed set of fields (often [Date], [Description], [Deposit], [Withdrawal], [Category], [Reference] or similar).

Summary Table

Issue   Workaround       Cannot map fields flexibly   Adjust your CSV columns to match MoneyLine’s available fields     Only one amount field, populates Deposit   Split Deposits/Withdrawals into separate CSV columns     No dropdown mapping   Likely a software limitation or bug, report to NCH

Example CSV Expected by MoneyLine

text

Date,Payee,Reference,Deposit,Withdrawal 2024-07-01,Employer,Check #1234,2000, 2024-07-02,Grocery Store,,,"150" 

Only columns with numeric values are populated per transaction type.

Next Steps

Reformat your CSV to match MoneyLine’s expected structure as above.
Update your MoneyLine version.
If the issue persists, contact NCH support and reference this mapping problem specifically.