Transactions

1. Bank Identification

Files must start with one of these prefixes (case-insensitive) to be parsed correctly:

• Amex: amex..., americanexpress...
• SAS Mastercard: sas..., sasmastercard..., saseurobonus...
• Handelsbanken: handelsbanken..., hb...
• Swedbank: swedbank...

2. Cardholder Identification (Optional)

Use underscores (_) after the bank name to assign the cardholder:

• Add the cardholder's name (e.g. sas_john.xlsx for John)
• For multiple cardholders, add their names separated by underscores. Words like "and" or "och" are ignored (e.g. amex_john_jane.xlsx or swedbank_john_and_jane.xlsx for John & Jane)

Note: If the bank file already contains cardmember information (e.g., "JOHN DOE" in an Amex file), the name from the file will be formatted and the filename label will be appended in parentheses (e.g., John Doe (Klas)).

3. Troubleshooting

• Handelsbanken Files: These files often fail to parse correctly. A common fix is to open the downloaded file in Numbers on a Mac, and export/resave it again as an Excel file before uploading.