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)

=F3*(-1)

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

=F3

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!