Telling the wizard how to read your file

Rasa Money looks at your file and fills in the date column, calendar, date format and amount layout for you; a green Detected chip marks each guess.

1 minProBy Rasa Content TeamUpdated Oct 2026

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Rasa Money looks at your file and fills in the date column, calendar, date format and amount layout for you; a green Detected chip marks each guess. Your job is to confirm them — this is the step most likely to cause a hiccup if skipped over quickly. Short years and unpadded dates such as 7/31/26 are recognised too (that one reads as M/D/YY).

The box titled How we read your first row shows what the first row of your file becomes — the date, the amount, whether it is an expense or income, and the note. If the date does not match the format, or the amount cannot be read, the box turns amber and tells you why. Then explain how amounts are laid out — one signed column, or separate columns for money out and money in — and choose how categories should be filled in. The account comes next, on its own step.

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