Importing CSV files into wave

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Note: Put a dummy deposit if the csv file only has withdrawals or else wave thinks they are all deposits

Create a .csv file in the following format

Date Description Deposits Withdrawals
yyyy-mm-dd Plain text without special characters Positive Numbers up to 2 decimal places and without any currency symbols Positive Numbers up to 2 decimal places and without any currency symbols

For example

2019-08-27 Security Deposit 1000
2019-08-27 Rent proration for August 696.13
2019-10-16 Dumpster fees 182.04
2019-11-21 Checks ordered from BoA 82.52

CSV template can be downloaded here

https://support.waveapps.com/hc/en-us/articles/208621626-Upload-a-bank-or-credit-card-statement-in-csv-format

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  • 4 months ago by vince