Import Transactions via CSV or XLS
R
Robert Walraven
Yes it’s needed! Soon!
M
Matthew Goldman
One more vote here to be able to import CSVs for unsupported banks
MI MI
Requested in 2020 and still no key feature? Why does it take so long …
R
Robert Walraven
MI MI going on 4 years !!
S
Sabba
Has anyone tried selecting Apple Card, then updating with CSV from their own banks as a way to workaround not having CSV? I may give this a go…
S
Sabba
In case it’s helpful, this works for me as a workaround until this feature is developed. If you select Apple Card, then Import Transactions, you can use that to import any CSV (as long as the formatting is exactly like the Apple Card one) and it’ll keep track as expected.
MI MI
Sabba but how’s the format?
S
Sabba
MI MI My format was the same as when you normally upload an Apple Card CSV from before, you see the spreadsheet. I based mine off of that.
M
Mark
How in the world that this requested feature is not number one on the list is beyond me, I will give it a couple months to see if this happens and then cancel and move to another solution
S
Stephen
If Copilot could expose creating manual transactions through shortcuts, it’d be possible for users to parse transactions from lots of other sources, rather than having to wait for them to develop imports for each source
Jeremy Shockley
Without this it's a deal breaker for me. I have a closed account that has thousands of transactions I need. Inputting manually is untenable. I will cancel my trial soon if this is not possible.
S
Sam
agreed!! Is this still not possible??
A
Amit Rajendra
Using banks overseas that don’t have integration support. CSV import is a must! Please support.
R
Ronak
Capital one venture X only brings in data from the past 3 months, compared to other accounts I added. It would be nice to manually import. Mint import is long overdue.
S
Sam
Ronak: plz!!
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