Ability to import transactions via CSV more than once (edited)

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Vince
Vince Member ✭
edited December 2022 in Feature Requests
The automatic connect & import capability is great but flaky (Fidelity, Vanguard, etc. always seem to have issues). When it's not working we're just stuck without the ability to import transactions. Extending the existing import capability beyond once would give us something to fall back. I can go to my bank and download transactions and import them into Simplifi. It's also useful for folks who don't want to enter bank account credentials into Simplifi for security reasons.
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  • zbsh
    zbsh Member ✭

    Hi,

    I'd like to be able to inspect and bulk-delete the transactions Simplifi considers "Deleted" and won't import for a given account.

    My use case: I imported transactions from CSV badly, with incorrect Payee names. I deleted them, but now I can't re-import any transactions with the same amount on the same date.

    Similarly, there have been times when I've deleted a recent transaction that I though was a mistake (there were two pending transactions with different amounts, I guessed which was wrong, deleted it - but I had guessed wrong). I'd love to be able to "forget" this deletion, so the next account import that happens, it can come back with all the official information rather than me manually copy/pasting it and it being inconsistent with other transactions.

    I don't think we need the full transaction information, just whatever's in the database would be fine. If that's date+amount+account, then that's sufficient - trust the user to forget only deletions they know they want to.

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