CSV import isn't working

"File failed to import," or nothing happens at all

• Check it's actually a CSV. Some banks default to exporting .xls or .qfx — look for a CSV-specific download option, sometimes labelled "Comma-delimited" or "Excel/CSV."
• Check the file isn't empty or cut off. Open it in a text editor first. If it's blank or the last row looks truncated, re-export from your bank.
• Encoding issues. Rarely, a bank exports in an encoding that renders oddly, usually garbled accented characters. Re-saving the file as UTF-8 CSV from a spreadsheet program usually clears this up.

Columns aren't mapping correctly

The Smart-Mapper shows you a preview before it imports anything. If a column looks wrong, dates showing up in the amount column, say, use the mapping screen to manually assign the right column to date, description, and amount before you confirm.

Headerless files (common with TD)

This is expected, and handled automatically. The Smart-Mapper detects column types from the data itself when there's no header row to go on. If a headerless file still isn't mapping right, check that the column order matches what your bank normally exports (date, description, amount is typical). If your bank changed its export format on you, the preview screen lets you remap manually.

Amounts look wrong (all positive, or doubled up)

• Separate debit/credit columns — some banks export two amount columns instead of one signed one. Make sure both get mapped in the preview, not just one of them.
• Currency symbols or thousands separators — a $ sign or comma embedded in the amount field can occasionally trip up a parser. If you run into this, it's worth reporting to support@gshfinancial.com with a sample row (redact anything sensitive first) so we can tighten up the parser.

Duplicate transactions after import

GBooks Air flags likely duplicates (same date, amount, similar description) instead of silently skipping them, so you get the final call. If true duplicates are slipping through anyway, it's usually because the description text differs slightly between two exports of the same period, a reference number that changed, say. Review and delete the extras by hand, and take note of the pattern for next time.

A file with multiple accounts mixed together

Some banks export every account into one combined CSV. Split the file by account before importing (most spreadsheet programs make quick work of this with a filter-and-copy), and import each account separately so transactions land against the right one in GBooks Air.