Solution Properties
Solution ID:
250828113903867
Last Modified Date:
Thu Aug 28 11:39:27 UTC 2025
Taxonomy Path:
Case category//How do I...//banking/reconciliation
Author:
[email protected]
CSV (Bank Manager) format
Description
Cause
Resolution
  1. Open Excel and enter the headings into row 1.
    • Date - column A
    • Description - column B
    • Amount - column C
  2. Capture your transactions and click File.
  3. Select Save As and give the file a name.
  4. Select CSV(Comma delimited) and click Save. 
Steps to duplicate
Related Solutions