Before importing a .CSV file into EasyMoneyTM,
Check that your CSV file is correctly formatted for use.
EasyMoneyTM CSV File Format
The first line in the CSV files contains the column headers. You may choose not to include this header when you Export or Import the CSV file but the order of the columns must be maintained. Each CSV file can only contain transaction data for a single account.
There are a total of 6 columns:
1. PAYEE_ITEM_DESC
2. CATEGORY
3. AMOUNT
4. STATUS
5. TRAN_DATE
6. REMARKS
Column 1: Payee/Item Description
This is the payee/item field. This is a mandatory text field.
Like all CSV text fields, if the data string contains the field delimiter (eg. ',' (COMMAS)), it must be enclosed with '"' (DOUBLE QUOTES). Additionally, if a '"' (DOUBLE QUOTES) appear within the data string, it must be prefixed by another '"' (DOUBLE QUOTES).
Column 2: Category
This is a mandatory text field. If the category is not found in EasyMoneyTM, it will be created automatically with category type = 'Expense' if the amount is negative and 'Income' otherwise.
Like all CSV text fields, if the data string contains the field delimiter (eg. ',' (COMMAS)), it must be enclosed with '"' (DOUBLE QUOTES). Additionally, if a '"' (DOUBLE QUOTES) appear within the data string, it must be prefixed by another '"' (DOUBLE QUOTES).
Column 3: Amount
The amount must be a valid number. For negative numbers, a - (MINUS) sign must be placed in front of the number.
There should be no group separator and the only two acceptable decimal separators are the '.'(PERIOD) and the ','(COMMA). If you use COMMA as the decimal separator, you must enclose the amount field with '"' (DOUBLE QUOTES).
Column 4: Status
The status must be exactly one of the following: 'Cleared', 'Uncleared', 'Reconciled' and 'Void' Note that this field is case sensitive.
Column 5: Transaction Date
The data in this field must be a valid date string.
Accepted Date Formats: "2 Dec 2009" & "12/2/09"
Column 6: Remarks
This is an optional text field.
Like all CSV text fields, if the data string contains the field delimiter (eg. ',' (COMMAS)), it must be enclosed with '"' (DOUBLE QUOTES). Additionally, if a '"' (DOUBLE QUOTES) appear within the data string, it must be prefixed by another '"' (DOUBLE QUOTES).
Sample CSV File
PAYEE_ITEM_DESC,CATEGORY,AMOUNT,STATUS,TRAN_DATE,REMARKS
"Paycheck","Salary",1550,"Cleared","1 Sep 2011",""
"Transfer to Saving Account","Transfer (Outwards)",-300,"Cleared","1 Sep 2011",""
"Food Supplies","Groceries",-49.55,"Cleared","1 Sep 2011","Including weekend's bbq"
Sample File Done on Microsoft Excel
File saved as CSV (Comma delimited)
Once your file is correctly formatted as above, next,
Copy your .CSV file into the sdcard/EasyMoney/csv_input folder.
If the folder does not exists, you need to create it.
Please note that:
- SD card must be unmounted before you attempt to import the file into EasyMoney.
- Data can only be imported into EasyMoneyTM one account at a time.
- If you are importing the data into a new account, a new account must be created first.
- As a precaution, always perform a backup before importing any data file.
To Import a CSV File
From the Accounts Overview Screen,
Press the Menu button and select Database Tools
Select Import .CSV
Select the appropriate parameters and tap Import
If your file is properly formatted following the earlier instructions, you data should be imported successfully into the designated account. If you encounter any error, check that your CSV file is correctly formatted to the required specifications. For persisting issues, please email support@handy-apps.com.
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