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Transaction descriptions are missing when exporting bank statements to Excel

How to resolve missing transaction descriptions when exporting bank or credit card statements to Excel from AutoEntry.

Brian Carolan avatar
Written by Brian Carolan
Updated over 2 weeks ago

When you download your extracted Bank Statement data as an Excel file, sometimes it may appear that the transaction 'Description' field is missing.

This is generally due to local settings in Excel on your PC. To resolve this:

  1. In the Excel file select all affected Columns.

  2. Click Wrap Text.

⚠️CAUTION: If you export to a format specific to, for example, Sage 50 Accounts don't alter the text before importing to your accounting software. They're already mapped specifically to each accounting software's requirements. Altering the layout can cause an error in the upload.

Sometimes, depending on your Excel preferences, even opening the file before importing can cause an error, too.


If this occurs:

  1. Download the file again.

  2. Don't open the file.

  3. Import directly to your accounts package.

For detailed steps, use our article, Download and import Bank Statements.

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