Details of the CSV file format for bank statement uploads to your FreeAgent account.
In certain circumstances you may wish to manually generate a CSV file of bank transaction for uploading into your FreeAgent account.
FreeAgent supports multiple CSV formats including support for banks that only allow downloads as a CSV.
To create a basic CSV to upload to FreeAgent you need to include minimum of three fields: Date, Amount and Description:
In your CSV file make sure:
FreeAgent only supports CSV files with a character delimiter of comma ','.
If you're outside the UK, you may find that your computer uses a semi-colon ';' as opposed to a comma ',' to separate values. Don't worry though, this can be altered with a small tweak to your device's regional settings.
To change your system settings in Windows, go to your Control Panel and select 'Regional and Language Options' (or 'Date, Time and Regional Options' then 'Regional and Language Option'). Select the 'Customise' button to see an option for 'List separator' where you can change the semi-colon to a comma.
Go to System Preferences -> Language & Text -> Click the 'Formats' Tab and then click the 'Customize' button in the 'Numbers' section of the page. You'll need to change 'Number Separator' for 'Decimal' to a comma and to a 'Space' for 'Thousands'.
Click OK to save your changes and restart your Mac for the changes to take effect.
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