it either catches all the debits or all the credits…but not both

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I realized that my bank puts debits in one position and credits in another position.  Is there an automated way with the tool to make this work?  Currently, it either catches all the debits or all the credits…but not both.  I’d like a feature that maps Amount to (Field5 OR Field6)…or something like that.

Thanks,
Mike
asked Jul 10, 2015 by anonymous

1 Answer

Best answer

Hello Mike,

Please do the following:

  • in CSV2QFX, load the CSV file
  • click Review Mapping
  • set Amount dropdown on the sidebar to "do not use"
  • assign debit and credit columns
  • save mapping
  • check the amount column on the Transactions tab. It should show debits as negative and credits as positive numbers.
     
answered Jul 10, 2015 by sergiy
Where is the “Review Mapping” button?
Mike,

If you are using version for Mac OS X, the mapping is right on the sidebar on the main form.
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