Short Answer: Under '5. Amount representation' choose either 'Single signed amount column' or 'Separate credit and debit columns', then select the relevant 'Amount column' (e.g., 'Debit (USD)').
PreRequisites
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You know whether your file uses one signed amount column or separate credit/debit columns
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Your file is visible in 'Data preview (20 rows)'
Steps
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Open the 'Configure credit card statement' modal and locate '5. Amount representation'.
You see two radio options and the 'Amount column' dropdown. -
Select:
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'Single signed amount column' if your file has one column with positive/negative values
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'Separate credit and debit columns' if your file has two columns (credit & debit)
The selected option defines how amounts are interpreted.
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If required, choose the correct 'Amount column' from the dropdown (e.g., 'Debit (USD)').
The selected column is used for amount calculations. -
Check 'Formatted preview (first 5 rows)' to confirm values look correct, then click 'Save & apply'.
Amounts are parsed correctly based on your selection.
Troubleshooting
- Amounts show incorrect signs or values.
LikelyCause: Wrong amount representation or incorrect amount column selected.
Action: Switch to the correct option and re-select the appropriate column, then verify again in the preview.
Note: Use the preview to validate that totals and signs match your source file before saving.