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April 13, 2024
Question

Where is the drop-down list to select a statement field when importing bank transactions?

  • April 13, 2024
  • 1 reply
  • 0 views
I am trying to upload a .csv file from my bank, and on Step 2, it is asking me to select the fields that correspond to my file. There is no drop down list where it says to select a statement field. Help!

1 reply

April 15, 2024

Hey there golfercurler-icl.

 

Thanks for joining us here in the Community. I'd be happy to guide you in the right direction. 

 

Sometime browsing data can accumulate on your system and prevent the software from doing what it is supposed to do. With that being said, can I have you try in a private browser (incognito) and see if you get the same results?


Ill be on standby!

April 15, 2024

Thanks, Amanda! I tried incognito to no avail, but this message reminded me to clear my browser history and cookies, which did the trick! Appreciated.

April 15, 2024

You're welcome. I'll let Amanda know that her steps worked. I wish you a great rest of the day!