search

ledger123 / runmyaccounts

SQL-Ledger Customizations by Run My Accounts
GNU General Public License v2.0
16 stars 9 forks source link

Enhancements for the Revolut Interface. #385

Closed IbrahimSaqib24 closed 11 months ago

IbrahimSaqib24 commented 1 year ago

Hi Armaghan,

As previously discussed, the following steps are outlined to enhance the Revolut interface in SQL-Ledger.

After accessing 'Import-Revolut,' we should encounter an interface similar to the following:

1

In the Bank Account drop-down menu, only accounts with specified IBANs in 'System-Bank Accounts' should be displayed. Additionally, the descriptions of the Bank Accounts in SQL-Ledger will indicate the currency of the accounts, which can be utilized to establish connections with different currency accounts in Revolut.

A 'New Transactions' checkbox should also be added, and it should be pre-selected by default. When checked, it will ensure that only the transactions that have not been imported yet are previewed for import on the next page. If unchecked, it will preview the transactions that have already been imported.

After clicking on 'Preview', a page similar to the one below should display the transactions specified on the previous page:

2

And here, we should be able to import those transactions.

And following the import, it would be ideal to have a confirmation page similar to the one below, which confirms the successful import of all the transactions.

3

Regards

IbrahimSaqib24 commented 11 months ago

Looks beautiful, thanks!