'Invalid date' error when importing a CSV file

This error usually happens when uploading a CSV file previously opened in Excel.

When Excel opens or saves a file, it may automatically change the date format to be different from what was originally exported.

For example, if you open a CSV file with the date format 'dd/mm/yyyy', it will automatically convert it to Excel's default US date format which is 'mm/dd/yyyy'.

For more details about how Excel can mess up dates, check out the following guide: Incorrect dates from an Excel file.

The best way to get around this is to export your files from your bank again and ensure they are not opened in Excel before importing them into PocketSmith.