Point out which column holds the transaction date, and let the app know what calendar and format your bank uses to write it — this is the step most likely to cause a hiccup if skipped over quickly, so take a moment to double-check a sample date in the preview before moving on. Then explain how amounts are laid out in your file, and choose which account everything should be imported into.
Telling the wizard how to read your file
Point out which column holds the transaction date, and let the app know what calendar and format your bank uses to write it — this is the step most likely to cause a hiccup if skipped over quickly, so take a moment to…
Requires Pro
This part of Rasa Money is included with Pro.