Manual import of accounts and account transactions | Voters

Manual import of accounts and account transactions

complete

Maria Galang

Option to manually import bank accounts and manually create account transactions.

February 29, 2024

SortMe

marked this post as

complete

SortMe now has the ability to upload your bank transactions that are in .csv format. Navigate to your Overview tab on the right and below your connected bank accounts. Go to Upload CSV, select the bank account to upload your transactions to and upload your .csv file on the right.

Aidan Scott

marked this post as

under review

Tim Groves

It would also allow us to add manual transactions for cash payments

Dragonfly Glades

This would be fabulous! Additionally, allow as far back as the user chooses for importing data

Aidan Scott

Hey Dragonfly Glades, I'm curious to know a bit more.
Is this because the accounts you want to import are not supported by Akahu?
Or perhaps you'd rather not connect these accounts via Akahu?

Dragonfly Glades

Hi Aidan, a bit of both. Mostly however I would really like to import a CSV or QIF data file back to inception of my bank account/s for example, not just last 12mths