Excel Workbooks

Reconify supports .xlsx and .xlsm files through the xlsx parser type. The first row of the sheet is treated as headers, and column lookup is case-insensitive.

parser:
  type: xlsx
  sheet: "Transactions"
  date_col: "Date"
  date_layout: "2006-01-02"
  amount_col: "Amount"
  multiplier: 100
  ref_col: "Reference"

If sheet is omitted, the first sheet is used.

Unsupported .xls

Legacy .xls files are not supported. Save the workbook as .xlsx or export it as .csv before running Reconify.

Debugging

The parse command shows how rows are normalized, which is the fastest way to confirm the sheet and columns are read correctly.

reconify parse --source bank --file data/bank.xlsx --format table

If the wrong sheet is read, add the sheet field. If headers are not found, confirm the first row of the sheet contains column names rather than a title or subtitle row.