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How to Troubleshoot CSV Import Issues (VRTrust)

Troubleshoot CSV bank-transaction imports in VRTrust — resolve $0 amounts and unmatched records, fix file formatting and date formats, and prevent errors on future uploads.

When importing bank transactions into VRTrust using a CSV file, you may run into issues such as transactions showing as $0 or unmatched records caused by an incorrect upload. This guide explains how to resolve these problems and prevent them in the future.

Common CSV import errors

  • Transactions display as $0 — usually caused by the transaction amount column not being formatted correctly in the CSV file.

  • Unmatched bank records — uploading an incorrect CSV file can create unmatched records in the bank feed.

Steps to correct CSV formatting

To make sure your CSV file is compatible with VRTrust:

  1. Open your CSV file in a spreadsheet editor (e.g., Excel or Google Sheets).

  2. Select the column containing transaction amounts and set the cell format to General (rather than Number or Currency).

  3. Make sure amounts contain no currency symbols and no thousands separators — a comma inside an amount will break the CSV. Enter deposits as positive numbers and expenses as negative numbers.

  4. Verify that all required fields are present: date, amount, and description.

  5. Ensure the date format in your CSV matches the format selected in the VRTrust import modal (e.g., MM/DD/YYYY, DD/MM/YYYY, or YYYY-MM-DD).

  6. Save the file as a CSV and re-import it into VRTrust.

Handling an incorrect import

If you uploaded the wrong CSV file and it created unmatched records, you can now remove those transactions directly:

  1. Go to the Bank Feed or Transactions view on the Bank Reconciliation page.

  2. Locate the transactions from the incorrect upload.

  3. Because these transactions came from a CSV source, you can delete them outright — select the ellipses next to a transaction (or use the checkboxes to select several) and choose Delete to remove the records the upload created.

Once removed, correct your CSV file and re-import it cleanly.

Preventative tips for future imports

  • Double-check the formatting of your CSV file before uploading.

  • Match the date format in your CSV file to the format selected in the VRTrust import modal.

  • Keep a backup of your original CSV file in case corrections are needed.

For the full import walkthrough, see Import bank transactions via CSV file (VRTrust).

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