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There are different reasons why an import fails.

Missing data — The CSV file misses one of the following columns.

  • date
  • amount

Learn more about the required columns here.

Wrong date format — Make sure that the date format is configured correctly. (Finances for Mac lets you customize the date format.)

Wrong amount format — The amount uses a different decimal separator than the device’s region setting. For example, the region United States uses the . and Germany the , character as the decimal separator. Update the region in iOS Settings → General → Language & Region accordingly.

Make sure to choose the correct import preset to prevent issues when importing your CSV file. Let us know if there is no preset for your CSV data.