Ledgy lets you export all your data as CSV files. You might be thinking “Well great, but I hate all the formatting problems when opening CSV in Excel or Google Sheets”. Don’t worry we’ve thought about this and here’s a step-by-step guide to import CSV with all special characters and numbers well-formatted.

TL;DR

To open your CSV file optimally in Microsoft Excel or Google Sheets you need to make sure that

  • The encoding is UTF-8
  • The decimal separator is a dot → .
  • The thousand separator is a comma → ,

Quick guide to open CSV in Excel

  1. Open a blank excel sheet.
  2. In the Data menu click on From Text.
  3. Select your CSV file exported from Ledgy.
  4. In the import window, make sure the encoding is set to Unicode (UTF-8). Choose the format Delimited — Characters such as commas or tabs separate each field. Click on next.
  5. Choose Delimiters to be Comma. Click on next.
  6. Click on Advanced… and set decimal separator to dot . and thousands separator to a comma ,.
  7. Click on ok and finish.

Quick guide to open CSV in Google Sheets

  1. Create a blank google sheet.
  2. Click on FileImport. Choose the Upload tab and upload your CSV file.
  3. The window on the left-hand side will pop up.
  4. Since Google should be able to automatically detect the formatting, just click on Import data and you’re done.

Learnings

With a score of 4 against 7 setup steps, Google does a better job than Microsoft to import CSV files 😃

What next?

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31 Jul 2018
Yoko Spirig
Yoko Spirig
Co-Founder & CEO