Swisscard - Import movements .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 Swisscard.csv format. This import extension allows you to import Swisscard 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.

Export procedure

Export the *csv or *.xlsx file with your movements by logging into Swisscard portal.

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

Import procedure

You can import the data in two different ways.

Import *.csv file

• Via the Actions → Import to accounting → select Import transactions box
• Choose the extension to be used, in this case 'Swisscard - Import movements .csv (Banana+ Advanced)'.
• With the Browse button, choose the file from which to import the transactions.
• Press OK Button.

Import from clipboard (*.xlsx file)

• Via the Actions → Import to accounting → select Import transactions box
• Choose the extension to be used, in this case 'Swisscard - Import transactions (*.csv)'.
• Open the Excel file, press Ctrl+A to select all the data, then Ctrl+C to copy the data to the clipboard.
• In the dialog in the dialogue check the box Import data from clipboard.
• Press OK Button.

In the transactions table, if it is not already displayed, also enable the column 'External Reference' with the command the 'Columns Setup' command, so that you have a complete overview of the imported data.

For more details see 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 licence other than the one requested, please upgrade to the Advanced Plan to be able to use the functionality of this filter.

Send us a feedback

It may happen that the format of the *.csv file is updated and as a result the filter no longer functions correctly. Send us feedback and attach an example file (*.csv) with the new format and we will proceed to update the filter.