Skip to content
New issue

Have a question about this project? Sign up for a free GitHub account to open an issue and contact its maintainers and the community.

By clicking “Sign up for GitHub”, you agree to our terms of service and privacy statement. We’ll occasionally send you account related emails.

Already on GitHub? Sign in to your account

[Feature] Configurable GoCardLess imports #3838

Closed
2 tasks done
gael-vanderlee opened this issue Nov 15, 2024 · 3 comments · Fixed by #4253
Closed
2 tasks done

[Feature] Configurable GoCardLess imports #3838

gael-vanderlee opened this issue Nov 15, 2024 · 3 comments · Fixed by #4253
Labels
feature This issue is a feature request

Comments

@gael-vanderlee
Copy link

Verified feature request does not already exist?

  • I have searched and found no existing issue

💻

  • Would you like to implement this feature?

Pitch: what problem are you trying to solve?

When importing data from GoCardLess, Actual does a great job determining which data belongs in which columns. However, I've noticed that some banks, including mine, do not format their data consistently. This can lead to messy imports. For example, my bank also places the payee information in the "Note" section, resulting in duplicated columns.

Describe your ideal solution to this problem

  1. A menu to modify how the data is imported through GoCardLess, in a similar way to the menu that is shown when importing files.

Teaching and learning

Same discoverability and documentation as provided for the file import.

@gael-vanderlee gael-vanderlee added the feature This issue is a feature request label Nov 15, 2024
@github-actions github-actions bot added the needs votes Please upvote this feature request if you would like to see it implemented! label Nov 15, 2024

This comment has been minimized.

@matt-fidd
Copy link
Contributor

This can be achieved, although not with a UI, with custom bank importers https://github.com/actualbudget/actual-server/tree/master/src/app-gocardless/banks.

Will leave this open though as a UI for it sounds like a cool idea!

@github-actions github-actions bot removed the needs votes Please upvote this feature request if you would like to see it implemented! label Feb 14, 2025
Copy link
Contributor

🎉 This feature has been implemented in #4253 and will be released in the next version. Thanks for sharing your idea! 🎉

Sign up for free to join this conversation on GitHub. Already have an account? Sign in to comment
Labels
feature This issue is a feature request
Projects
None yet
Development

Successfully merging a pull request may close this issue.

2 participants