Errors uploading Chase csv file to Wave

badrulvbadrulv Member Posts: 1

importing my chase csv file ... gives me swapped values in waveapp ... for instance "credit" entries are black and debit entires are green ... in csv file . all payments to merchants are -ve and payment to the card is +ve
how to fix it

Comments

  • CalliePCallieP Administrator Posts: 360 admin

    Hi there @badrulv , thanks for reaching out! To confirm, this is how credits and debits are meant to appear in Wave:

    Asset accounts
    Asset accounts include bank accounts like checking or savings:

    • Deposits are debits. On the transactions page, this will be a green transaction.
    • Withdrawals are credits. On the transactions page, this will be a black transaction.

    Liability accounts
    Loans and credit cards are liability accounts.

    • Received payments (transactions "paying off" your credit card) are debits. On the transactions page, this will be a green transaction.
    • Expenses/purchases are credits. On the transactions page, this will be a black transaction.

    If you confirm that for your account type of the CSV file which you're uploading that the debits and credits are appearing in reverse, then what you would need to do is confirm that:

    1. in Wave, the account type matches the account type of the transactions you're uploading (for example, if you're uploading a credit card's transactions, that the account to which you're uploading the transactions into is a liability)
    2. in the file, the +ves and -ves are formatted correctly. If not, you can edit the CSV to reflect these values properly. Learn more here.

    If your formatting, account type, and understanding of how it looks in Wave is all correct, would you be able to provide screenshots of your CSV file, your Chart of Accounts account into which the file is being uploaded, and your Transactions page for that same account? With that context, we can investigate further! (For the transactions which are already in your Transactions page, you can either edit them to be deposits from withdrawals (and vice versa), or, you can delete them and start fresh.)

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