Troubleshooting Upload Errors

Having trouble uploading your transactions? Here are the most common issues and how to fix them.

"File Format Not Recognized"

1. Check the file extension
2. If it's .xlsx or .xls, open in Excel and Save As CSV
3. Make sure the file isn't corrupted

"No Transactions Found"

Cause: The file doesn't contain transaction data in a format we recognize. Solution:
1. Open the file in a text editor
2. Check that it has Date, Description, and Amount columns
3. Ensure there's actual data below the headers
4. Try a different date range from your bank

"Invalid Date Format"

Cause: Dates aren't in a recognizable format. Solution:

We recognize these formats:

• YYYY-MM-DD (2026-01-15)
• MM/DD/YYYY (01/15/2026)
• DD/MM/YYYY (15/01/2026)

If your dates look different, try reformatting in Excel before uploading.

"File Too Large"

Cause: The file exceeds our 10 MB limit. Solution:
1. Try a shorter date range
2. Split into multiple files
3. Remove unnecessary columns

"Duplicate Transactions Detected"

Cause: Some transactions already exist in your account. Solution:

This is normal! We automatically skip duplicates. You'll only see new transactions added.

"Amount Column Not Found"

Cause: We can't identify which column contains the transaction amounts. Solution:
1. Make sure the column header says "Amount" or "Debit/Credit"
2. Remove any currency symbols if possible
3. Ensure amounts are numbers, not text

Still Stuck?

Contact support@nextmovemoney.com with:

• Your bank name
• The error message
• The first few lines of your file (with sensitive data removed)

We'll get you sorted out!