how to fix the sign ( money - or +) for a whole column

M.Robin
M.Robin Quicken Windows Subscription Member
edited January 5 in Registers & Transactions (Windows)

New setup. W10 & Subscription classic personal/business R65.29. I downloaded what the bank had and learned in all that. Mostly got where I wanted to be. I then did a CSV formatted import for a small credit card and that went acceptably. did a bigger one and it went OK, then I did one with 250 lines and it imported OK BUT ALL the transactions, payments or charges are "plus" - the charges show black and so do the payments. How do I change a whole column of amounts from plus to minus? If I do them ALL, that would work because there is only one payment per month to manually change. I checked and the original CSV file had the correct minus for debit and no symbol for plus amounts, and the transaction type column was correctly populated. So what did I do wrong and how do I fix it?

Comments

  • M.Robin
    M.Robin Quicken Windows Subscription Member

    a correction, The CSV imports that worked were savings/Money market. I just tried another small credit card and let it create the account using the name I gave it during import, and I answered its question showing credit card type account, and it did the same thing, exactly, Everything is plus amounts. "transaction" shows credit and debit in the CSV, and the amounts show a minus sign for debits.

    I am hoping there is a global way to change the sign on the amounts

  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭
    https://community.quicken.com/discussion/comment/20530508#Comment_20530508

    How about changing the CSV file before import and, for all "debit" transactions, remove the minus sign from the amount, save file, then import.

    I'm guessing here that the program logic for debit transactions might be Amount = Amount*(-1).
    Thus, if the amount is already negative, -20*(-1) = +20

    I don't have documentation about the creation of CSV files from bank transactions, so this is just a shot fired into the dark …

  • M.Robin
    M.Robin Quicken Windows Subscription Member

    Thanks. I sorta tried that in that the import CSV had both plus and minus amounts, and it ignored the sign and the column stating debit or credit. Now I have these two accounts imported, just with the wrong debit vs credit for the amount

    Thanks

  • M.Robin
    M.Robin Quicken Windows Subscription Member

    The help desk people tried and turned it into a case number. I showed them directly and did an import while they watched. Will see what comes of this

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