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Ability to Export Attachments (edited)

dj2115

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.

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Feature Request

Attachments

Export

Status: Active

Comments

Bilal

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.

forsak87

I completely agree. Especially when Tax season starts. It would be great to be able to export reports with Receipts attached.

Clarity

I would like to second this motion.

Please add this ability the ability to export a report as a CSV to include attachments for the transactions. During tax season or, heaven forbid, an audit, this would be necessary.

sidewalkboots

Another request for this. I would like to be able to select a set of transactions and export all my receipts as a single PDF. For instance, I need this for charitable donations for taxes.

I also think a bulk export is essential for backup.