Import CSV Transactions containing comma separator

MarceloMartins

Hi,
I am new in Expensify and I am trying to import CSV files with bank transactions. Since I am from Brazil, the bank transactions come with the Portuguese number format that uses coma for decimals and point for thousand separation. Is it possible to include a number format in the import CSV tool?

Sheena Trepanier

Hello @diegocal, @JJPepping and @MarceloMartins, thank you all for bearing with me and being so patient. I have run through a ton of testing and recreation of this, as well as escalating a change in functionality to my team.

Sadly, updating our import system to support the comma turned out to be a much bigger project than anticipated and we're currently unable to move forward with implementing it.

That being said, I've created some tips to help you utilize CSV import until we can support the comma in the manner you need.

1. Use "Find & Replace" functionality in your normal spreadsheet editing program (Google Sheets, Excel, Numbers) to find the comma in your expense amounts. Replace with a period so our system can create accurate expenses.
2. Name your columns. If you name your columns for merchant, date and amount as such, our system automatically maps them for you.

I'm sorry I don't have an easy to use and elegant solution for you all, but I'm monitoring request for this and tracking it closely. I'll circle back to you here on this thread when updates are possible!

Aussiebandit

Hi @MarceloMartins - I don't believe you can control the number format on an import. This might be a good point to raise with Expensify as to why they don't recognize currency like this that you the comma's and points the other way round

Sheena Trepanier

Hi @MarceloMartins -- This is a great question! I'm going to head back to my test account and do some additional research into uploading expenses in the format you detailed.

Once I've had a chance to pull together some information and do a little testing I'll reach back out on this thread with what I learn.

Talk to you soon!

JJPepping

I was hoping to find the answer here, but am amazed this is something you have not come across before? time / date / numbers are different in Rest of World. Can you keep me updated about the progress I am dying to get my bank account statements connected.

diegocal

Hello again @Sheena Trepanier I think this guy is asking for the same thing I am asking in the other post....

diegocal

@Sheena Trepanier Thanks for your answer. Looking forward to try that. Expensify is a awesome tool so I hope with the time we get it optimized for europe too.

Thaks

D365BC

I am getting the same issue, also when we have , comma in comments, merchant etc, I get lots of issues

can't we import into json format