Import Transactions
J
Jacob
This would be awesome. Please do that
J
John Calvo
Upvote! Why is this simple feature taking so long? We can already do it for Apple Card transactions. Just open this feature up for any card please!
K
Khadija Mehter
Merged in a post:
Bulk upload transactions not linked to specific accounts
J
Jessica White
Ability to bulk upload transactions for accounts that are not linked. i.e. Accounts that are having issues linking, recently closed accounts where I still need transaction history, etc.
K
Khadija Mehter
Merged in a post:
Need to import transactions from PDF STATEMENTS
R
Robert Walraven
Not all banks allow to import transactions directly and be nice to be able to import the transactions from our PDF statements, please
K
Khadija Mehter
Merged in a post:
Upload PDF of bank statements
M
Madie Nelson
It would be nice to be able to upload bank statements instead of having to upload transactions one by one. I am unable to link my bank for security reasons on their end. I am fine with categorizing them after but putting transactions in one by one is a pain.
K
Khadija Mehter
Merged in a post:
Import transaction csv's please
Sean Douglass
As I see others have posted, it'd be great to be able to import csv's from accounts that can't connect to Plaid
K
Khadija Mehter
Merged in a post:
Import Excel Template to bulk update transactions
John Buffalo
I see the export feature but would love an import feature where I can re-import the csv after having modified values and then the web app parses thru and updates the transactions to match the imported csv
K
Khadija Mehter
Merged in a post:
Import Transactions
Morgan M
Import transactions via CSV file for manual transactions that do not sync via Plaid.
R
Robert Walraven
Yes please
R
Robert Walraven
Yes this is NEEDED!!
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