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sebastienbarbier / seven23

Fully manual budget app to track personal expenses. 100% opensource, with privacy by design.
https://seven23.io
MIT License
99 stars 28 forks source link

Import csv from banks accounts #26

Open nykroy opened 4 years ago

nykroy commented 4 years ago

Maeby is good idea if we can importa a csv with a movement from the bank account.

something simple like, title;amount;Currencies;type(income/expense);date;

Is It posible?

sebastienbarbier commented 4 years ago

I thought about it and believe this could be possible 👍, but difficulty come from the input format and the ability to recognize it. How do your recognize and match currencies (is it ISO 4217, or symbol only), is the order always the same, banks probably don't have income/expense type but positive and negative value, do they have some sort of categories ?

One UI solution could be to just upload a file and have some recognition algorithm running to try identify the pattern, then asking the user to confirm and eventually correct this pattern but this add some extra work and was too time consuming for now.

One temporary solution would be add csv as a import export format and let dev or other people build with proper format manually but his would be frustrating and not trivial.

nykroy commented 4 years ago

For easily select the currency and account maybe we need select it on the ui before import and csv only have description date and amount. Maybe it could make the import more simple process?