Importing csv "Error ImportingDarn. File upload failed. (Probably our fault.) Please give it another try. If you see this message again, you might need to contact us."

Thank you for choosing Community, @bmckay-cpi. I appreciate you reaching out and sharing the error message you're seeing when trying to import your transactions. With those specifics, I can provide my insight and recommendations to ensure you can upload them successfully.

You usually get an error when there's an issue with how your data is formatted. Here’s a quick checklist to help you get your file ready:

• The document should be in CSV (comma-separated values) format.
• Make sure there are no blank lines. If you find any, just delete them.
• When you’re uploading, select the column header labels that match those in your data. Include these columns: Date, Description, and Amount.
  
  

The 4-column layout includes: Date, Description, Credit, and Debit.

It's important to note that when dealing with CSV files for credit card accounts, transactions might be displayed in reverse. For instance, deposits could show as negative amounts since making a payment on your credit card decreases the balance.


 

Once all is set , try uploading the transactions again but this time do it from an incognito window. This helps us rule out any web browser issues. Below are the shortcut keys:

• Microsoft Edge: Ctrl + Shift + N
• Google Chrome: Ctrl + Shift + N
• Mozilla Firefox: Ctrl + Shift + P
• Safari: Command + Shift + N

If the upload is successful this time, switch back to your regular browser and clear its cache. You may consider using a different supported one.

Moreover, if you're still having trouble after doing all that, I recommend reaching out to our Live Support Team to securely access your account and help troubleshoot this further. Rest assured, you're in good hands.

Here's how:
 

1. Select the Help (?) icon at the top.
2. Click on Contact Us.
   
   
    
3. Enter your concern in the box. Then, hit Continue.
4. You have the option to either Chat with a live agent or get a Callback.
   
   

After everything is in order, you can start organizing the transactions you downloaded from your bank.
 
Please keep me in the loop if there's anything more you need help with regarding your bank feeds. I'm here to assist and ensure your concerns are well taken care of. Have a wonderful day!