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

Bug #610734 reported by LeeHach
46
This bug affects 7 people
Affects Status Importance Assigned to Milestone
HomeBank
Won't Fix
Undecided
Unassigned

Bug Description

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.

Revision history for this message
Maxime DOYEN (mdoyen) wrote :

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

Changed in homebank:
assignee: nobody → Maxime DOYEN (mdoyen)
importance: Undecided → Wishlist
status: New → Confirmed
Revision history for this message
Mantas Kriaučiūnas (mantas) wrote :

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)
Changed in homebank:
milestone: none → 4.5
Revision history for this message
Maxime DOYEN (mdoyen) wrote :

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

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

Changed in homebank:
status: Confirmed → Incomplete
Revision history for this message
LeeHach (lee-hachadoorian) wrote :

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"

Revision history for this message
Maxime DOYEN (mdoyen) wrote :

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

Maxime DOYEN (mdoyen)
Changed in homebank:
status: Incomplete → Confirmed
Maxime DOYEN (mdoyen)
Changed in homebank:
milestone: 4.5 → 4.6
Maxime DOYEN (mdoyen)
summary: - wish:Allow CSV format to import multiple accounts and all supported
+ wish: Allow CSV format to import multiple accounts and all supported
fields
Maxime DOYEN (mdoyen)
tags: added: file-import-export
Revision history for this message
Alexandre Magno (alexandre-mbm) wrote :

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)
Changed in homebank:
milestone: none → 4.7
Revision history for this message
Maxime DOYEN (mdoyen) wrote :

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

Changed in homebank:
assignee: Maxime Doyen (mdoyen) → nobody
importance: Wishlist → Undecided
status: Confirmed → Won't Fix
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