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Sunday, July 25th, 2010

Freeagent Import CSV

In case this helps anyone else, this is the format FreeagentCentral requires to import CSV files:

01/01/2010, 50.00, "Explanation here"
02/02/2010, 28.21, "Explanation here"

or

01/01/2010, -50.00, "Explanation here"
02/02/2010, -28.21, "Explanation here"

Obviously, the top is for deposits and the bottom for expenditure.

I have found that working with CSV’s exported from MS Excel is as follows:

Import into Numbers
Arrange columns as required (Date, Value, Explanation)
Save as CSV
Open in Coda
Blockedit the columns to alter date format and add symbols where necessary

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    This entry was posted on Sunday, July 25th, 2010 at 12:15 pm. You can follow any responses to this entry through the RSS 2.0 feed. You can leave a response, or trackback from your own site.

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