Import Transactions from csv

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I'm beginning to think I've made a mistake even trying out Sage! I registered for what I believe is called "Sage Individual Free", however the only time that title is used is when applying to join. After that, if I use Sage help , I have to choose my product and "Sage Individual Free" does not appear anywhere. If I choose any other product at random (just to get past this screen) I am asked for my email which, of course, is not recognised. Why does it have to be this confusing?

I log into my dashboard and click "help" on the top right of the screen. I type "how do I import transactions from csv file" and it gives me a very clear answer i.e. go to Dashboard, go to Banking, Select Actions and choose Import from Bank (or similar to that). But there is no such option. 

And there I am stuck. There is no way to contact Sage without having a "grown up" account, seemingly. Does anyone know if there is a way to import transactions from a csv file or excel spreadsheet or any other method? Or does Sage Individual Free not even have the functionality of a Word table? My bank will only transfer 90 days worth and if I have to manually type the rest, I may just as well use a spreadsheet. 

I realise this is a free service but for goodness sake, it needs some credibility and functionality.

Thanks

Jen

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  • 0

    Hello Jen,

    I have Sage Accounting so I cannot promise it is the same for you.

    There are a couple of ways to find the import option - so hopefully one will help you.

    From the main page - there is an option to Go To if you select the dropdown, go to banking.  On the banking tab - you should have a display showing you the number of transactions and 'Actions'  (bottom right on mine) if you select Actions you should have the option to import transactions.  

    There are other ways to get to this but this seems the easiest - for me at least.

    Sandie

Reply
  • 0

    Hello Jen,

    I have Sage Accounting so I cannot promise it is the same for you.

    There are a couple of ways to find the import option - so hopefully one will help you.

    From the main page - there is an option to Go To if you select the dropdown, go to banking.  On the banking tab - you should have a display showing you the number of transactions and 'Actions'  (bottom right on mine) if you select Actions you should have the option to import transactions.  

    There are other ways to get to this but this seems the easiest - for me at least.

    Sandie

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