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

Improvement: Allow user to configure date and amount format during transaction imports #863

Open
zachgoll opened this issue Jun 11, 2024 · 0 comments
Labels
💡 Improvement Improvements to an existing feature or flow 🖌️ Needs Design Waiting on design assets

Comments

@zachgoll
Copy link
Collaborator

Is this issue related to a problem? Please describe.

Currently, the transaction imports feature requires users to input their data with the following convention:

  • Dates: must be in ISO8601 format (i.e. YYYY-MM-DD)
  • Amounts: incomes must be positive values, expenses must be negative values

Many users will be using the following flow to import data:

  1. Go to bank login
  2. Export transactions from bank
  3. Import file to Maybe

Most bank exports will include a "date" and "amount" field, but they will all be in different formats.

The user should be able to tell Maybe what those formats are to prevent an extra step of cleaning their exported bank data prior to importing it to Maybe

Describe the work that needs to be done to address this issue

  • Add fields next to "date" and "amount" fields on the "Configure" step that allow a user to select from a list of predefined formats and signage conventions
@zachgoll zachgoll added 💡 Improvement Improvements to an existing feature or flow 🖌️ Needs Design Waiting on design assets labels Jun 11, 2024
Sign up for free to join this conversation on GitHub. Already have an account? Sign in to comment
Labels
💡 Improvement Improvements to an existing feature or flow 🖌️ Needs Design Waiting on design assets
Projects
None yet
Development

No branches or pull requests

1 participant