CSV Import for Income and Expense Columns

Hi! I just started GB this week. I want to upload my bank transactions but my bank has one column for expenses and another column for deposits. I can only use the column header “amount” once. When I submit the file, it gives an error saying “some rows are empty” because of those rows for income. Is there a way around this? thank you!

Are you pretty comfortable with Excel? If so, here’s what I’d do:
From this view of the raw data…

Screen Shot 2023-01-07 at 7.30.19 PM

…filter the rows so you only show the ones with withdrawals like this:

Screen Shot 2023-01-07 at 7.30.31 PM
Screen Shot 2023-01-07 at 7.31.32 PM

Now add this formula (using the cell ID of the “withdrawal” cell)


in the first blank “withdrawals” cell…

Screen Shot 2023-01-07 at 7.31.49 PM

…then pull it down the column:

Screen Shot 2023-01-07 at 7.32.00 PM

Now remove the filter, and use the new AMOUNTS column for your import.

Screen Shot 2023-01-07 at 7.32.27 PM

A couple other things–if your transactions are already showing as positive and negative, you can skip the formula. Just filter on the blank cells in the deposits column, and type


or whatever the cell with the withdrawal is. Then remove the filter and you should have everything in a single column.

Finally, if you can download from your bank as a Quicken (.QFX) file it may come over cleanly.

I hope that’s clear; if not, let us know where you’re getting stuck and we’ll try to help further!