search

kevinschaich / mintable

🍃 Automate your personal finances – for free, with no ads, and no data collection.
https://kevinschaich.io/mintable/
MIT License
1.52k stars 200 forks source link

Enhancement: Allow csv-import to create new spreadsheet tabs #88

Closed yawhide closed 4 years ago

yawhide commented 4 years ago

Mintable does not create a new tab when there are transactions in a csv-import that do not fall into any of the existing spreadsheet tabs.

eg. I have transactions from 04-2020 and 05-2020 but mintable only creates 2 tabs, 05-2020 and 06-2020 and does not create 04-2020.

Not sure if this is a bug or enhancement 😅

kevinschaich commented 4 years ago

Hey @yawhide – this is actually a feature. The imported CSV transactions get filtered in the same way as Plaid and other integrations. If you place your CSVs into one or a few big folders, you could potentially have history for several years. On the other hand, for some banks Plaid only provides history for the last ~6 months.

If we didn't do the filtering step, your CSVs would update since the beginning of time, clearing the respective sheets, but Plaid would only be able to keep up for the last few months, effectively deleting all Plaid data older than 6 months.

If you want to do a one-time run to populate history for CSVs, just specify transactions.startDate and transactions.endDate in your config:

https://github.com/kevinschaich/mintable/blob/22b410fc038c728463fba07d120dc7b4af27a541/src/scripts/fetch.ts#L11-L19

I'd recommend making a backup copy of your sheet if it's more than a few months of history 🙂

kevinschaich commented 4 years ago

Hey @yawhide any luck getting your CSV history to populate?

yawhide commented 4 years ago

Hey @yawhide any luck getting your CSV history to populate?

didnt try. i am not too concerned with being able to populate history in this case. was more of an observation

kevinschaich commented 4 years ago

Sounds good! Will close this out for now if the behavior here is not limiting functionality 👍