{% extends "base.html" %} {% block title %}Match columns{% endblock %} {% block content %}

Import / {{ meta.filename }}

Check the columns

Importing into {{ acct.name }}. We guessed the layout below — check the preview on the right, fix anything that's off, then import.

Column layout

{% for key, label in fields.items() %} {% endfor %}

Preview

{% if error %}
{{ error }}
{% endif %} {% if parsed %}

{{ parsed.transactions|length }} transaction(s){% if parsed.trades %} and {{ parsed.trades|length }} trade(s){% endif %} found. Money out should be negative, deposits{% if liability %} and card payments{% endif %} positive.

{% for w in parsed.warnings %}
{{ w }}
{% endfor %} {% for t in sample_txns %} {% endfor %}
DateDescriptionAmount
{{ t.date|usdate }}{{ t.payee }}{% if t.memo %} {{ t.memo }}{% endif %} {{ t.amount_cents|money }}
{% if sample_trades %}

Trades

{% for t in sample_trades %} {% endfor %}
DateActionSymbolSharesAmount
{{ t.date|usdate }}{{ t.action }}{{ t.symbol }}{{ t.quantity|qty }}{{ t.amount_cents|money }}
{% endif %}
Cancel
{% endif %}
Raw file rows
{% for l in labels %}{% endfor %}{% for row in preview %}{% for c in row %}{% endfor %}{% endfor %}
{{ l }}
{{ c }}
{% endblock %}