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Dooer Knowledgebase

Transactions import

This is documentation about the page Transaktionsimport that you can reach by logging in and clicking on Konton & betalningar > Transaktionsimport in the left sidebar or by clicking the button Uppdatera manuella konton above the transaction list on the page Kontohändelser.

On this page you can manually import transactions from a file or text that you copy and paste into Dooer. It's specifically designed to import transactions from banks to which Dooer does not have a bank integration, such as Lunar Bank, Avanza, Nordnet and others.

Other resources:

Update manual accounts

Import bank transactions from your bank like so:

  1. Go to the page Transaktionsimport.
  2. In the upper left corner, pick your account in the dropdown Välj konto.
  3. If you have a CSV file of transactions from your bank, select Importera från fil and follow the instructions. If you have instead copied transactions from your bank app to your clipboard, select Importera från text and paste the text into the text area.
  4. Click the blue button Mappa kolumner.

Dooer suggests mapping of columns from your import with the columns in Dooer's transaction list. Change the suggestions if needed and then click on Förhandsgranska.

Please note that you must map at least the following columns to proceed:

  • Bokföringsdatum (Booking Date) (needs to be in the format YYYY-MM-DD)
  • Belopp (Amount)
  • Beskrivning (Description)

If you have not mapped at least the columns described above, the rows will be striked through and it will not be possible to proceed with the import. When the necessary columns are mapped, the blue button Förhandsgranska becomes active. Click it and verify that the preview looks correct, if so click Importera to complete the import. You will now be redirected to the transactions view of the account you imported to.

FAQ

Why are rows crossed out during CSV import?

The following scenarios might cause transactions to be crossed out during the import:

Incorrect column mapping

As is described in the main article above, you must map at least the following colums:

  • Bokföringsdatum (Booking Date) (needs to be in the format YYYY-MM-DD)
  • Belopp (Amount)
  • Beskrivning (Description)

This is not clearly described in the web app, but if these criteria are not met, the rows are crossed out, and you cannot proceed.

Duplicates in the CSV file

If rows in the CSV file correspond to already imported rows or if the CSV file itself contains duplicates, the duplicated rows are crossed out.