CSV export
Published in
2 min readJul 31, 2018
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
- Open a blank excel sheet.
- In the Data menu click on From Text.
- Select your CSV file exported from Ledgy.
- 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.
- Choose Delimiters to be Comma. Click on next.
- Click on Advanced… and set decimal separator to dot (.) and thousands separator to comma (,).
- Click on ok and finish.
Quick guide to open CSV in Google Sheets
- Create a blank google sheet.
- Click on File → Import. Choose the Upload tab and upload your CSV file.
- The window on the left-hand side will pop up.
- 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 😃