Report a CSV import problem

Open Accounts → Import history to see each CSV import attempt, including failed imports. Each entry shows the file, account, status, trades added or merged, and skipped rows. Select the issue count under a file to read what went wrong.

Send a file when an import goes wrong

Use Report issue beside the import if trades are missing, the file was not recognised, or the imported symbol, time, P&L, or balance looks wrong. Reporting sends a copy of the CSV for us to inspect. It does not change your trades or balance.

1. Keep the original export from your broker. In Import history, select Report issue beside that file, then choose the same file again. Forexizer does not keep the original CSV when you import it.
2. In the Optional: what went wrong? box, describe one example and what you expected. For a balance mismatch, include the account currency, broker balance, Forexizer balance, date range, and whether you entered a starting balance or used a MatchTrader Finance CSV.
3. Check the file shown in the table. Forexizer masks email addresses it recognises, but you still need to review the file. Use the eye icon above a column or on an individual cell to redact private values such as your name or account number. Redacted values are sent as [redacted].
4. Leave trade IDs or tickets, dates, prices, commissions, swaps, P&L, column titles, and totals visible. Those values help us find why an import or balance differs. If a row is marked red, check that you have not hidden a title or total by mistake. If you hid any values, confirm the checkbox after reviewing them.
5. Select Send file. Reported appears in Import history after it succeeds.

If the column mapper cannot read your file, select Send us this file in the import window. The same review screen opens with your CSV already loaded.

Send the complete export when possible, especially for a balance mismatch. Removing rows can hide the cause. Files over 4 MB cannot be sent through this form; the screen will ask you to remove rows. If you must shorten the file, say which dates or rows you removed in the note.

Never include passwords, broker credentials, or authentication tokens. If the problem involves a separate Finance CSV or an account with no import entry, contact support and explain which files are involved before sharing anything else.

Check a balance mismatch first

Compare the same account, currency, and date range in Forexizer and your broker. Check the starting balance, deposits and withdrawals, skipped rows, and whether the export includes open positions. Also compare commission and swap signs. A missing trade or wrong cost can change the balance even when most trades match.

For MatchTrader, the optional Finance CSV supplies the starting balance during import. If you did not use it, check the starting balance you entered manually. See Accounts and imports for balance adjustments and Import from MatchTrader for its P&L columns.

To remove trades from an import, see Undo a CSV import.