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Apr 13, 2024 11:29 PM UTC
Question

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

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!

3 replies

Apr 15, 2024 3:40 PM UTC

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!

Apr 15, 2024 5:31 PM UTC

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.

Apr 15, 2024 6:02 PM UTC

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