EFG - Import account statement .csv (Banana+ Advanced)

The .csv format is different for each bank and is updated and changed regularly. On this page you will find the most recent extension for importing the EFG .csv format. This import extension allows you to import EFG transactions into Banana Accounting Plus. The extension can be installed from the Extensions menu > Manage Extensions.

Requirements for use

• Banana Accounting Plus with the Advanced Plan.
• EFG also provides files with standard format ISO20022. To import files in this format, you can install the relevant import extension Swiss for ISO20022 Camt 052, 053, 054, also available with the Professional plan.

In some banks, the specific .csv format may offer better results. In any case, the Advanced plan guarantees a wider choice and maximum results, and also offers several other advanced functions that speed up and simplify accounting work considerably.

Export procedure

Export your banking transactions in *.csv format by accessing your online bank account.

• Open the accounts section and select the account for which you want to export movements.
• Export your account movements by choosing the *.csv format.
• Save the file on your computer.
• We recommend saving the file in a place where you can easily find it later and not opening it before importing it.
   

Import procedure in Banana

• Via the menu Actions > Import to accounting > select the Import transactions box.
• Choose the extension to be used, in this case EFG - Import account statement .csv (Banana+ Advanced).
• With the Browse button, choose the file from which to import the transactions.
• Press the OK button.

For more details see the Import transactions page.

Error Messages

• Unrecognised *.csv file format: The format of the *.csv file you are trying to import does not match any of the formats associated with this filter:
  • Check that you have chosen the correct file.
  • If the file you have chosen is correct, it may be that our filter requires updating.
• This extension requires Banana Accounting+ Advanced: You are trying to use the extension with a subscription other than the one required. Please upgrade to the Advanced Plan to be able to use the functionality of this extension.

Send us a feedback

It may happen that the format of the *.csv file is updated and, as a result, the import extension no longer functions correctly. Send us feedback and attach an example file (*.csv) with the new format; even just one transaction is enough, and we will proceed to update the extension.