Hi Jason, nice addition! Some initial feedback based on trying to import Investec's transaction export:
I can't import the investec CSV as it splits debits and credits which won't map to "amount" in the importer. While that's also fixable manually, it's not something I'd want to do every month.
current balance - I set the current balance of the new account i created. that amount is seen as a 'credit' on today's date. I see why you'd do that, but it's counter intuitive. My 'current balance', when setting up the account is today. all transactions I import prior to that, have led to that balance.
the importer doesn't filter out duplicates. I imported last 30 days followed by last 90 days as a test, I ended up with duplicates for the past 30 days on every transaction. That's a problem because now I need to be extra careful when choosing the export from my account. Possible, but a hassle.
After importing a csv, clicking on 'import more' leads to weird results. I think (can't 100% confirm) that the importer picked the previous csv even though I uploaded a second csv. The first went back to August, the second to June. (79 vs 205 transactions) but after the second import, I still only had 79 transactions.
would be nice if the importer could recognize 'extra' headers and discard them: See the format of the investec 'csv'
Easy enough to remove the leading line manually, but an annoyance when having to import CSV files regularly.
Jason Russell
•
Sep 12, 2023
Stefan Bauer: Thanks for this feedback, it's much appreciated! We'll do another iteration of CSV imports in the next few days and take into account your feedback and suggestions.
Stefan Bauer
•
Sep 12, 2023
Jason Russell: Nice! A side note, which might be a separate ticket altogether: It's not possible (at least I couldn't figure it out) how to delete transactions. I could only archive the manual account, but that also didn't remove transactions. That was particularly an issue for the duplicates. Any import gone wrong would also create a lot of noise that one can't recover from.
Jason Russell changed status to Complete
•
Sep 11, 2023
Beta version of CSV imports is now live. Try it out and share your feedback: Select a manual account -> Transactions -> Import Transactions.
Jason Russell
•
Sep 7, 2023
Just thought I'd share a quick update on the progress here: We've completed most of the development work for CSV imports, and are now busy with final testing and review.
CSV imports should be live within the next couple of days.
If you have any feedback on the screenshot attached, please let us know :)
Jason Russell changed status to In Progress
•
Aug 20, 2023
Jason Russell changed status to Planned
•
Aug 12, 2023
Jason Russell changed status to Under Review
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Aug 7, 2023
Jason Russell
•
Aug 7, 2023
Hi Aaron Tharpe, this is a great suggestion, thank you! I'll add this onto our roadmap. Out of interest, which accounts are you wanting to link that are not supported by Plaid?
Aaron Tharpe
•
Aug 7, 2023
Jason Russell: Thank you kindly! What brought me to this suggestion was trying to import my Apple Card details, which do not seem to have an API to support Plaid at this time. They have the option to export the monthly statements as CSVs though which would serve well for this feature request.
Jason Russell
•
Aug 12, 2023
Aaron Tharpe: Great, thanks for the details! :) We're planning to start development of CSV imports next week, and we'll share updates through this Canny ticket we're commenting on now and over email.
Please let us know if you have any other feedback or feature requests for FinWise, your input and feedback is much appreciated!
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Comments14
Stefan Bauer
Sep 12, 2023
Hi Jason, nice addition! Some initial feedback based on trying to import Investec's transaction export:
I can't import the investec CSV as it splits debits and credits which won't map to "amount" in the importer. While that's also fixable manually, it's not something I'd want to do every month.
current balance - I set the current balance of the new account i created. that amount is seen as a 'credit' on today's date. I see why you'd do that, but it's counter intuitive. My 'current balance', when setting up the account is today. all transactions I import prior to that, have led to that balance.
the importer doesn't filter out duplicates. I imported last 30 days followed by last 90 days as a test, I ended up with duplicates for the past 30 days on every transaction. That's a problem because now I need to be extra careful when choosing the export from my account. Possible, but a hassle.
After importing a csv, clicking on 'import more' leads to weird results. I think (can't 100% confirm) that the importer picked the previous csv even though I uploaded a second csv. The first went back to August, the second to June. (79 vs 205 transactions) but after the second import, I still only had 79 transactions.
would be nice if the importer could recognize 'extra' headers and discard them: See the format of the investec 'csv'
Account Name:Mr S XXXXXXXXXXX
Transaction Date,Posting Date,Description,Debits,Credits,Balance
Easy enough to remove the leading line manually, but an annoyance when having to import CSV files regularly.
Jason Russell
Sep 12, 2023
Stefan Bauer: Thanks for this feedback, it's much appreciated! We'll do another iteration of CSV imports in the next few days and take into account your feedback and suggestions.
Stefan Bauer
Sep 12, 2023
Jason Russell: Nice! A side note, which might be a separate ticket altogether: It's not possible (at least I couldn't figure it out) how to delete transactions. I could only archive the manual account, but that also didn't remove transactions. That was particularly an issue for the duplicates. Any import gone wrong would also create a lot of noise that one can't recover from.
Sep 11, 2023
Beta version of CSV imports is now live. Try it out and share your feedback: Select a manual account -> Transactions -> Import Transactions.
Jason Russell
Sep 7, 2023
Just thought I'd share a quick update on the progress here: We've completed most of the development work for CSV imports, and are now busy with final testing and review.
CSV imports should be live within the next couple of days.
If you have any feedback on the screenshot attached, please let us know :)
Aug 20, 2023
Aug 12, 2023
Aug 7, 2023
Jason Russell
Aug 7, 2023
Hi Aaron Tharpe, this is a great suggestion, thank you! I'll add this onto our roadmap. Out of interest, which accounts are you wanting to link that are not supported by Plaid?
Aaron Tharpe
Aug 7, 2023
Jason Russell: Thank you kindly! What brought me to this suggestion was trying to import my Apple Card details, which do not seem to have an API to support Plaid at this time. They have the option to export the monthly statements as CSVs though which would serve well for this feature request.
Jason Russell
Aug 12, 2023
Aaron Tharpe: Great, thanks for the details! :) We're planning to start development of CSV imports next week, and we'll share updates through this Canny ticket we're commenting on now and over email.
Please let us know if you have any other feedback or feature requests for FinWise, your input and feedback is much appreciated!