Import Suggestions

quicken-lover

Hi,

Thanks for having an import section in the first place - I know from past experience that it can be easy feature to add, but a hard one to master.

I tried importing some transactions from my credit card, and had some suggestions to make it a better experience:

1. It would be great to have a dashboard/wizard - with a preview. This way the user can review what it about to happen before making a mistake.
2. You could allowing the user to upload any csv file, then choose which columns to import without needed to edit their csv file beforehand
3. My credit card used positive values for the charges (payments), and negative values for credits (refunds). However, when I imported this file, it was the exact opposite of my expectations. Again, I think a preview would have helped.

In the short-term:

• You should add the advice to only import 5 transactions the first time. It would make it easier for the customer to ensure everything is importing as expected without causing a major issue.

Thanks for your time!

Coach Natalie

@quicken-lover, thanks for sharing your feedback with the Community!

I'd suggest creating Idea posts to outline your specific requests. You'll want to create a separate Idea post for each individual request so users can vote on it accordingly. For example, you'd want to create a request for the Import Preview/Wizard and outline what this would look like, and then create separate requests for your second and fourth bullet points to outline what these would look like.

https://community.simplifimoney.com/discussion/998/creating-and-voting-for-ideas-in-the-community

Otherwise, I did find an existing request for an Import Log that you may be interested in checking out:

https://community.simplifimoney.com/discussion/1146/add-a-transaction-import-log-edited

I hope this helps!

-Coach Natalie