Ability to Export Attachments (edited)

dj2115 Member
edited December 2023 in Feature Requests

The ability to add attachments to a transaction is useful, but it would be even more useful if there was a way to export all attachments/receipts for a given account or at least have attachments be a column in the csv providing URLs to the attachments. Ideally, I'd like to be able to be able to generate a pdf of all attachments for a given account for a certain time period.

8 votes

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  • Bilal
    Bilal Member

    While exporting transactions, I observed that there is currently no option to include attachments in the export. The only available method to export attachments is to individually export them by accessing each transaction separately. This limitation poses challenges, especially when needing a comprehensive report for transactions, including associated receipts, for purposes such as tax documentation. Additionally, in scenarios where Simplifi might undergo a shutdown similar to Mint, having a streamlined process to export all uploaded attachments becomes crucial. Therefore, it is essential to implement a feature that enables the export of attachments along with transaction data to address these concerns effectively.