Bank files
Bank files
Bank files: An introduction
Bank files are an alternative to feeds for importing your transactions into PocketSmith. If you have any accounts without feed support, or prefer not to use feeds, then Bank files are perfect for you!
Bank files: Importing bank files into PocketSmith
Learn how to use bank files to import your transactions into PocketSmith.
Bank files: Preparing your bank files & accepted file types
Accepted file types and how to export transactions from your bank.
Bank files: Managing categories imported from bank files
Find out more about PocketSmith’s ability to import categories from QIF and CSV files
Troubleshooting bank files
Bank files: Troubleshooting imports
Learn how to resolve the most common errors that occur when importing bank files.
Bank files: ‘Data file is malformed' error
After uploading a bank file, you might get a ‘Data is malformed error’. Learn why this can occur and how to resolve it.
Bank files: Transaction dates are incorrect after importing a file
Learn why dates may be incorrectly imported via bank file and how this can be resolved.
Bank files: Expense transactions are showing as income (or vice versa) after import
How to resolve reversed transaction amounts when importing bank files
Bank file error messages
Bank files: ‘Import failed due to an unknown error’
What to do if you encounter ‘Import failed due to an unknown error’ when uploading a bank file
Bank files: ‘Import failed because we couldn't determine the format of the dates in the file’
What to do if you encounter the error ‘Import failed because we couldn’t determine the format of the dates in the file’ when uploading bank files 🔧
Bank files: ‘Invalid date' error when importing a CSV file
How to resolve an ‘Invalid date’ error when importing.
Bank files: ‘Import failed because there were no transactions to import'
Troubleshooting if your bank file ‘import failed because there were no transactions to import’