CSV (Bank Manager) format

Summary

How to create a CSV bank manager file to import into Sage 50cloud Pastel.

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. 

Solution Properties

Solution ID
250828113903867
Last Modified Date
Thu Aug 28 11:39:27 UTC 2025
Views
0