Hi. I am trying to get set up but the system refuses to accept my uploaded statement. Also, my ‘bank’ is a Canadian Credit Union. Will that work on this system?

Hi. I am trying to get set up but the system refuses to accept my uploaded statement. Also, my ‘bank’ is a Canadian Credit Union. Will that work on this system?

1 answer

Peter Connor Staff November 14, 2016
Public

Hi. Should do. Just click other on the bank drop down and download the sample spreadsheet.
Make sure the data you copy in is in the same format as the sample and keep the headers the same.
If you get any errors it’s the format or headers are wrong.
Hope that helps. Pete

#answer-4296
  1. lewis.evans2 November 14, 2016
    I would, if i knew how to change the date format in Excel...
  2. Peter Connor November 14, 2016
  3. lewis.evans2 November 14, 2016
    Too complicated for me. This is beginning to look like a non-starter
  4. Peter Connor November 14, 2016
    Ok. No problem. Thanks for checking us out.

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