Home 3-way Reconciliation My 'Amount' column isn't showing — how do I fix it?

My 'Amount' column isn't showing — how do I fix it?

Last updated on Aug 31, 2026

Short Answer: Set the correct 'Header row' so the header row is recognized, then select the proper column under 'Amount'; if needed, use 'Add column' to create a derived column.

PreRequisites

  1. Open the report's 'Configure file' modal

  2. Data preview visible

Steps

  1. Open the 'Configure file' modal for the report.
    'Data preview (20 rows)' is visible.

  2. Set 'Header row' to the number where column names appear so headers are detected.
    Column names populate in the dropdowns.

  3. Select the correct column in the 'Amount' dropdown.
    The Amount column is assigned and preview shows numeric values.

  4. If you need a computed amount column, use 'Add column' in the Data preview area and create the column, then select it as 'Amount'.
    New column appears and can be selected as Amount.

Troubleshooting

  1. 'Amount' dropdown has no correct column or values look non-numeric.
    LikelyCause: Header row mis-detected or amount cells include text/formatting.
    Action: Adjust 'Header row' until correct headers appear; if values include currency symbols or commas, normalize the source file so amounts are numeric.

  2. I don't see an 'Add column' option.
    LikelyCause: You may be in a limited view or the UI is scrolled.
    Action: Scroll the Configure file modal to the top-right of the Data preview area to find 'Add column'.

Note: 'Date (optional)' may be left unset; Amount must be assigned for reconciliation to calculate sums.