Short Answer: Confirm '5. Amount representation' matches your file (single signed column vs separate credit/debit) and that the correct 'Amount column' is selected.
PreRequisites
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You can see the amount columns in 'Data preview (20 rows)'
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You have selected an amount representation option
Steps
- Open '5. Amount representation' and confirm how your file stores amounts:
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Single signed amount column (positive/negative values), or
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Separate credit and debit columns
The correct option should be selected.
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If using Single signed amount column, verify the 'Amount column' dropdown is set to the correct column (e.g., 'Debit (USD)').
The selected column should match what you see in the preview. -
Check 'Formatted preview (first 5 rows)' to confirm amounts appear correctly.
Preview should show numeric values with correct signs. -
If amounts are still missing, verify the 'Header row' so column names are recognized properly.
Correct column recognition ensures amounts appear.
Troubleshooting
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Amounts appear as text or are blank.
LikelyCause: Selected column does not contain numeric values or header row is incorrect.
Action: Ensure the column contains numbers, fix the Header row, and reselect the correct Amount column. -
Positive/negative signs are incorrect.
LikelyCause: Wrong amount representation selected.
Action: Switch between Single signed amount column and Separate credit/debit columns, then recheck the preview.
Note: Choose the column that truly represents transaction amounts (e.g., 'Debit (USD)' or equivalent in your file) to ensure accurate reconciliation.