afadil / wealthfolio

A Beautiful Private and Secure Desktop Investment Tracking Application
https://wealthfolio.app
GNU Affero General Public License v3.0
4.4k stars 227 forks source link

Feature Request: CSV Import Profiles #42

Closed ssardegna closed 1 month ago

ssardegna commented 2 months ago

Each financial institution has its own CSV export format and transactions types. It would be ideal to a CSV profile that attaches to each account that can be set up once and reused for future imports. The profile would automatically map the CSV columns to the required import fields and ideally also map the transaction types provided by the institution to the activity types supported in the app.

afadil commented 1 month ago

Implemented in v1.0.20. See docs here: https://wealthfolio.app/docs/guide#csv-import