Configure the import
This page contains instructions on how to configure your CSV import.
After uploading a file, you'll be presented with a list of options. A configuration file will pre-set these values for you.
Select this checkbox when your CSV file has headers on the first line of the file.
Select the field separator of our CSV file. This is almost always a comma.
Sets the date format of the date entries in the CSV file. If your file contains internationalized dates, you can prefix the date format with your country code, like
nl:. Then, enter your date format.
Read more about the format in the PHP documentation.
Here are some examples:
Ymd. Will convert
F/j/Y. Will convert
nl:d F Y. Will convert Dutch date
5 mei 2021
Default import account
Select the asset account you want to link transactions to, if your CSV file doesn't have enough meta data to determine this. This is some time useful when files just list the transactions and the destination, nothing more.
Select this if you want Firefly III to apply your rules to the import. It is useful to run your rules after the import although it will significantly slow down the import. The execution of rules can be slow when you have a lot of them.
When you check this the CSV importer will add a tag to each imported transaction denoting the import; this groups your import under a tag. Any rules that remove all tags from a transactions will not when you use this option. The tag will always be added. This is not because the CSV importer uses some magic trick. The tag is added after the transaction is created and most people's rules don't fire then.
Duplicate transaction detection
General detection options
Sometimes CSV files contain duplicated lines. Use this option to remove them from your file. It almost never makes sense to import duplicate lines.
The CSV importer has three methods of duplicate detection. Select the one that fits your use case the most.
No duplicate detection
This is the choice to make when you want no duplicate detection. The CSV importer will just import everything in your CSV file.
If you're unsure about what setting to use, use content-based duplicate detection.
The CSV importer will submit all transactions to Firefly III where they will be checked for duplications. If you ever submitted the exact same transaction before Firefly III will ignore it. This is a useful feature when your CSV file has no real identifiers (see ahead).
Many people use content-based duplicate detection so they can safely import files twice, or import files which may have overlap. Even transactions that are found in
last-week.csv will be detected as duplicates. No matter how many time there is between the imports, or if the duplicates are in different files. This is a very powerful feature.
This method even works when you edit the transactions later. The duplicate will still be detected.
Identifier-based duplicate detection is useful when your bank has very precise and complete statements. My bank for example, gives every transaction a unique ID. I use "identifier-based" duplicate detection. I've configured the Unique column index to the column that contains the identifier and I use the Unique column type "External reference" to save it in.
Whenever I import transactions the CSV importer will search for the identifier first and if it exists already, the transaction will not be imported.
The identifier-based duplicate detection method is pretty advanced, because it implies that you or your bank keep track of unique identifiers in your transactions, and you import them into the same field all the time. If you switch columns or switch fields it may stop working.
Here you'll find some fixes for common problems with bank's CSV files. These options are deprecated which means they will be removed from a future version of Firefly III.
If you want to, check the "skip form" button so you don't have to go through these options each time you start an import.