Import Transactions
Salman Khan
This should be higher on the list
Juliet
Merged in a post:
Import data
K
Kim
I would love to be able to import data from an excel spreadsheet template or any kind of template. This would be very useful for inputting manual transactions such as cash transactions or accounts that aren't capable of connecting through plaid. Putting them in one at a time is very time consuming and tedious but I feel that I have enough cash transactions that I must include them in order to get an accurate picture of my finances.
Juliet
Merged in a post:
Import function
Dan Northington
Due to the current issue with American Express, without the ability to import those transactions manually, your service is not very useful to me.
K
Kostas Tsiampouris
Please implement a basic version and you can iterate. This shouldn’t take more than 1 eng week
Magic Valley - Pest Management
I would love this!
Daniel
Merged in a post:
Importing CSV
J
Jesse Fisher
Please create an option to important transactions through CSV files. This will make importing transactions much less tedious.
D
Dana
Yes, I need this feature, i have dropped rocket in the past due to my banks plaid issues, but if there was a simple work around like batch inputting through some formats, I would be able to stick with it
Daniel
Merged in a post:
CSV Imports for all types of accounts
B
Bharath Lingutla
Please allow for all types of accounts, especially when their are connectivity issues with Plaid.
S
Shmuel Berkovicz
Agreed. Plz do !
C
Courtney
Please make sure my 10
Is put backbin my accojt
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