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kevinschaich / mintable

🍃 Automate your personal finances – for free, with no ads, and no data collection.
https://kevinschaich.io/mintable/
MIT License
1.53k stars 203 forks source link

v2.0.0 Beta Testing #55

Closed kevinschaich closed 4 years ago

kevinschaich commented 4 years ago

Version 2.x.x represents an almost complete rewrite from the ground-up, expect it to be rough around the edges until we complete a few rounds of beta testing. Thanks for helping make Mintable better.

What's New in v2.0.0

What You've Helped Fix

Testing Instructions

I've compiled a Testing Checklist below if you have the time, but if you don't want to start from scratch, I'd still appreciate any feedback.

Please report an Issue for anything not listed above which seems like a regression/bug and apply the Bug: v2.0.0 Beta label. If you encounter any issues with these instructions themselves or have any general feedback, please leave a comment below.

Testing Checklist

dflock commented 4 years ago

Sign me up!

yawhide commented 4 years ago

same here

eliluong commented 4 years ago

Hi, I'm interested in testing out v2.0.0. I've recently set up mintable, trying to see what I can do with it. Thanks.

kev1nnsays commented 4 years ago

Would love to try it out.

pickettd commented 4 years ago

I'm interested to try!

mspych commented 4 years ago

Yes!

thomastraum commented 4 years ago

yes!

mrginogit commented 4 years ago

Sign me up!

nboley2 commented 4 years ago

I'm in! Sign me up!

kevinschaich commented 4 years ago

@dflock @yawhide @eliluong @kev1nnsays @pickettd @mspych @thomastraum @mrginogit @nboley2 @willie – Thank you for your incredible patience here. Today is the day.

I've updated the issue description with instructions on how you can help test v2.0.0. Happy testing – and thank you so much for helping make Mintable better.

kevinschaich commented 4 years ago

All – thanks so much for your help testing so far! Along with a number of bug fixes, excited to announce two new features in v2.0.0-beta.34:

Keen to hear your thoughts on these! Thanks again 😄

yawhide commented 4 years ago 
* [Import Transactions via a CSV / bank statement](https://github.com/kevinschaich/mintable/tree/release/2.0.0/docs#manually--on-your-local-machine--via-csv-bank-statements)

* A library of [banking institution statement templates](https://github.com/kevinschaich/mintable/tree/release/2.0.0/docs/templates) for people who don't want to use Plaid, including [Apple Card](https://github.com/kevinschaich/mintable/blob/release/2.0.0/docs/templates/apple-card.json)

are you hoping to have a community build list of templates?

Also in the templates, is there a way to specify if the banking institution's transactions are in usd or cad?

mrginogit commented 4 years ago

Finally got some time to run through this. Great stuff! A few observations as I went through the test plan:

yawhide commented 4 years ago

If we delete mintable.jsonc to start fresh and re-add our accounts, does that mean all of our accounts will look new to Plaid and decrement from our 100 allowed accounts limit (if using a free account)?

Yes On Sun., Jun. 28, 2020, 12:42 a.m. mrginogit, notifications@github.com wrote:

Finally got some time to run through this. Great stuff! A few observations as I went through the test plan:

  • Following the install/migrate steps, it took me a second to realize it installs globally, and my jsonc file ended up in my Windows user folder. It may be good to mention this parameter in the migration instructions too: [INFO] You can supply either --config-file or --config-variable to specify a different configuration.
  • Transactions updated successfully
  • If we delete mintable.jsonc to start fresh and re-add our accounts, does that mean all of our accounts will look new to Plaid and decrement from our 100 allowed accounts limit (if using a free account)?

— You are receiving this because you were mentioned. Reply to this email directly, view it on GitHub https://github.com/kevinschaich/mintable/issues/55#issuecomment-650694765, or unsubscribe https://github.com/notifications/unsubscribe-auth/ABGIEYDWFATBIB36TNG3Q5TRY3C4JANCNFSM4MGDCFWA .

kevinschaich commented 4 years ago

@yawhide, answers below:

are you hoping to have a community build list of templates?

That's hopefully the plan. I will add templates for the ~5 or so banking institutions which I use personally, but this will be a lot more valuable as a crowdsourced effort.

Also in the templates, is there a way to specify if the banking institution's transactions are in usd or cad?

Not currently. Happy to consider it as a feature request or approve a PR but probably won't be prioritized for the 2.0.0 release for now.

eliluong commented 4 years ago

@kevinschaich Can you consider a template/plugin for importing data from Personal Capital? At this time mintable can only import data that exists in the institution's 'database' and most have limited it to only the most recent year or so. Thanks.

kevinschaich commented 4 years ago

@eliluong I don't use Personal Capital so I wouldn't be able to build/test the integration there, but definitely encourage you to try following the instructions here:

Import Transactions via a CSV / bank statement

Basically – if Personal Capital supports CSV exports – you're set. There is a CLI setup wizard in the link above to get you started and then you'd need to define a mapping from PC's output columns to Mintable's input columns.

Happy to support you if you encounter any issues, and please share your config as a template if you do get it working! 😄

kevinschaich commented 4 years ago

Hey everyone, another exciting update – as of today, #80, v2.0.0-beta.40 – all the features scheduled for the v2.0.0 milestone are complete, and we've fixed all the bugs reported so far! 🎉

A few more new features I'm excited to announce:

Test away and hit me with your feedback!

kevinschaich commented 4 years ago

Hey all, happy to announce that v2.x.x now also has the capability to filter or modify your transactions on-the-fly (a hotly requested feature from v1.x.x)!

Check it out:

kevinschaich commented 4 years ago

@dflock @yawhide @eliluong @kev1nnsays @pickettd @mspych @thomastraum @mrginogit @nboley2 @willie – Hey all!

Apologies for the @ spam – I wanted to make sure this reaches you guys before the masses. Barring any DEFCON-1 issues, I think we can shoot for the beginning of August for a tentative release date. Wanted to ask you guys to read through the conversation above and if you haven't already, test out whatever you have time for:

Let me know what's broken, what's not intuitive, and what's not documented well. I hope we can make v2.0.0 a great release and pain-free upgrade for everybody.

Thank you so much for your continued contributions to make personal finance more accessible to our community! 😄

kevinschaich commented 4 years ago

Mintable v2.0.1 🎉

Thanks so much for all your help!

thomastraum commented 4 years ago

Congrats!

— ✌ Thomas Traum — TRAUM INC — Creative Director — thomas@trauminc.com— +44 (0)79 121 60 200

On 18 Aug 2020, at 01:05, Kevin Schaich notifications@github.com wrote:

Mintable v2.0.1 🎉 https://github.com/kevinschaich/mintable/releases/tag/2.0.1 Thanks so much for all your help!

— You are receiving this because you were mentioned. Reply to this email directly, view it on GitHub https://github.com/kevinschaich/mintable/issues/55#issuecomment-675175275, or unsubscribe https://github.com/notifications/unsubscribe-auth/AACH3EYWYKLURDBTM2ZEYDLSBHAVPANCNFSM4MGDCFWA.