search

monarchmoney / mint-export-extension

Effortlessly export your Mint data to CSV.
MIT License
36 stars 3 forks source link

Add financial institution name to balance history csv files #40

Closed Zeustopher closed 8 months ago

Zeustopher commented 9 months ago

The account data from Mint includes a "fiName" that contains the financial institution's name. This change maps that field and includes it at the end of the resulting file names. This can be incredibly helpful while importing the blance histories into their respective accounts when account names are very similar, or even identical.

Zeustopher commented 9 months ago

This addresses https://github.com/monarchmoney/mint-export-extension/issues/36

Disclaimer: I am not a Typescript developer (Java is more my flavor of choice), but after fiddling around with it for a while I figured out where to add it to make it work. I followed the build instructions in the readme, installed it and ran it on my account and it did work as expected.

Old file name examples:

SAVINGS.csv
Shared Savings.csv

New file name examples:

SAVINGS-Zions Bank.csv
Shared Savings-America First Credit Union.csv

I tried to figure out the testing framework but was unable to, again because of my complete lack of Typescript programming knowledge... So tests should probably be included by someone who better understands this paradigm before being merged.