CSV import from Chase Bank does not respect account currency
S
Scott Fletcher
Steps to reproduce:
- base currency CHF
- create a Chase credit card account with a balance in USD
- export a CSV file from a Chase credit card
- import CSV to Chase account and process rows. Map the amount column to the Amount field.
Expected behavior: amounts in the mapped amount field are displayed as and imported as USD.
Actual behavior: amounts in the mapped amount field are displayed as and imported as CHF.
Log In
Din from Lunch Money
Hi Scott Fletcher!
Unless you specify during the import (either by mapping a "Currency" column) or overriding the default currency on the upload dialog step, the currency will always default to your primary currency.
If the CSV doesn't have a column for currency, you can set the currency by clicking on 'Additional settings' and selecting the desired currency in the 'Override the default currency' field.
If you save the configuration, the currency you set will automatically apply to future imports under the same account.
Hope this clears things up! If any questions come up, just let me know. :)