wish: Allow CSV format to import multiple accounts and all supported fields

[LeeHach]

It would be nice if all supported transaction fields appeared in the CSV format. Missing fields are:

*account
*tags

I'm currently moving over from Mint.com. Mint allows me to download all transactions over all accounts in one CSV. But I will have to break it up into several accounts since the HomeBank CSV format does not include an account field. Also, even though HomeBank and Mint both support tags, there is no way to import tags via the HomeBank CSV format.

[Maxime DOYEN (mdoyen)]

I add this to the improve csv task in the todolist.

[Mantas Kriaučiūnas (mantas)]

I also need an ability to export current accounts state from homebank, so, please add and ability to export all accounts to CSV format. Should I report new bug about "export current accounts situation" feature?

[Maxime DOYEN (mdoyen)]

By the way guys, this question is more for LeeHach:

Wat the account column from mint csv contains (name, number, other ?)

[LeeHach (lee-hachadoorian)]

The column contains a name (in fact, it is the Account Name column in the Mint CSV). For financial providers where the user can customize account names, these are the names that appear in the CSV. For example, I have four accounts with my bank which I designate CHECKING Recurring, CHECKING Variable, SAVINGS Base Account, and SAVINGS Long-Term. These are the names that appear in the Account Name column.

For some providers, the account name is not customizable. For a retirement plan, the Account Name at one point appeared as: "[My Employer] 403(b) PlanFund Change: Evergreen Funds will be merging with Wells Fargo Advantage Funds in two phases after close of business on July 9th and July 16th. The changes require a brief blackout period of 1-2 business days restricting"

[Maxime DOYEN (mdoyen)]

So I think about authorizes into the account column the account name or number and seek to identify the target account from that. In case of failure the user must choose an account manually.

For export, I think the account name is preferable

[Alexandre Magno (alexandre-mbm)]

I want to suggest that the field paymode can get a value like "5: x" where x is the name of the destination account.

[Maxime DOYEN (mdoyen)]

tags import/export was added in v4.5 (wish #787134)
I will not do anything else on csv format, this format is to be used for spreadsheet
for any monetary usage, uses QIF or OFX

[Benjamin Golinvaux (golinvauxb)]

Hello
My bank now allows me to export data for all my accounts in one go.

I would thus like to take advantage of this feature.

According to the history of this (old) wish request, I understand that this ability has not been added to the CSV import.

Thankfully, I am generating my own data from my bank statements (because they suck and only provide CSV or PDF export)

What would be the best format for me to generate so that multi-account import in HomeBank is seamless? Would you recommend OFX or QIF?

Thanks a lot in advance for your help

Bonne journée à vous et encore un immmmmmense merci pour HomeBank que j'utilise depuis des années !