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afadil / wealthfolio

A Beautiful Private and Secure Desktop Investment Tracking Application
https://wealthfolio.app
GNU Affero General Public License v3.0
4.39k stars 228 forks source link

CSV format documentation #75

Closed KevinColemanInc closed 2 months ago

KevinColemanInc commented 2 months ago

It isn't clear what the column headers are supposed to be.

image

The documentation in the top says:

Columns should include Date, Symbol, Quantity, Activity Type, Unit Price, Currency, and Fee.

When I tried uploading a csv file with the column being Date, I get this error:

image

The example CSV format says:

date,symbol,quantity,activityType,unitPrice,currency,fee

Is it Date or date?

afadil commented 2 months ago

Columns headers are in the showed CSV example. Will update the this page to avoid confusion date,symbol,quantity,activityType,unitPrice,currency,fee

KevinColemanInc commented 2 months ago

another feedback, when I was trying to modify the CSV export to match the documentation in this screen, the "How to Import" view disappears when I switch which program is active. This meant, I couldn't see the documentation when had the CSV open in another program to edit the columns.

Could you leave the documentation up when the application is switched?

cincauhangus commented 2 months ago

Just a side comment, is there a place you can describe the deposit/withdrawal vs transfer in/out? Especially if these enums does different things in how the graphs and values are shown/calculated.

afadil commented 2 months ago

Fixed in v1.0.11