More detailed CSV Exports (original name and description, flags, reviewed)
Started looking at Simplifi since Mint is shutting down, and I've really been impressed so far.
I do a lot of work in Excel with my exported transactions, and three fields that would be very handy to have in the export (.CSV) are (in priority order):
- The original transaction name/description as it shows up on the statement
- The flags
- The Reviewed checkbox — this could just be a tag, but it seems wacky to add a custom tag given the checkbox is already on the form.
Let me know if I should split these into separate requests.
Thanks!
-D
Comments
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Yes, please at the very least include original description.
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Same here. The lack of the original description in the export file is a deal breaker
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Same here, especially after being burned by the shutdown of Mint. I'm extremely hesitant to put my data somewhere that it can't be fully extracted from if I need to move it somewhere else in the future. The original description is a must-have.
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I agree with this. As a former Mint user, I am keeping a raw file data in Excel with some historical charts in it The Simplifi export is usable here but I want the original statement text in the designated column in my file.
Simplifi User Since Nov 2023
Minter 2014-2023
Questionable Excel before 2014 to present
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I agree
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+1, please! Just seems so basic, esp for our tax records etc…
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i wish this was voted higher so it gets more attention. the original description definitely needs to be included in the export.
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