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I hear you loud and clear. Allowing manual import of transactions via CSV is very high on our feature list! Using a service like Plaid to automatically import t
by jnfr 7y ago
I hear you loud and clear. Allowing manual import of transactions via CSV is very high on our feature list! Using a service like Plaid to automatically import transactions was a great way to attract our first users and validate our product. Going forward, we definitely want to also support more ways of importing transactions.
- pndmnm 7y agoGreat to hear. I signed up to check it out but I'm also of the view that I can't give direct access to online banking credentials to third parties (at least in the US, you're liable for wire transfers that can be initiated from those credentials). A service that distinguished itself in that way would happily have my business.
- jnfr 7y agoThanks for signing up anyway! That'll put you on our mailing list, so you can receive product updates. We'll be working on more ways beyond Plaid to import transactions.
- edraferi 7y agoWhat are you thinking about OFX/QFX? CSV is nice for breadth but some of the specialized formats are pretty nice for these kinds of tools.
- jnfr 7y agoI haven't done extensive research in this yet, so I'm happy to hear this suggestion of using more specialized formats. I'll keep those in mind when I do get to this feature. Thank you!