New Payees do not appear

[cdzo72]

When keying in a new transaction if the Payee has never been entered, it does not show up. You have to enter Menu/Entities/Payees and add it there. I remember this being a bug that Financisto had at one time but was resolved after an update

[tiberiusteng]

Currently you need to press the (white) plus button on the right to actually create it.

I probably will implement auto create later, now I still prefer only creating new item after explicit action (pressing that button).

[cdzo72]

I gotcha.... I hadn't noticed that. Tried it and it's all good. I replied to your previous email about the cross device sync with the message about errors trying to import a CSV file. I would be more than happy to send you a CSV file exported from the Wallet app so you can maybe tell me what I'm doing wrong or tend to a possible bug... or tell me if their is something wrong with the exported file...

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------ Original Message ------ From "tiberiusteng" ***@***.***> To "tiberiusteng/financisto1-holo" ***@***.***> Cc "Cristian Zamora" ***@***.***>; "Author" ***@***.***> Date 2024-02-19 9:53:44 AM Subject Re: [tiberiusteng/financisto1-holo] New Payees do not appear (Issue #26)

Currently you need to press the (white) plus button on the right to actually create it. I probably will implement auto create later, now I still prefer only creating new item after explicit action (pressing that button). — Reply to this email directly, view it on GitHub <#26 (comment)>, or unsubscribe <https://github.com/notifications/unsubscribe-auth/BGIDCTRGYAO3LO3ZORW4D5DYUNYQRAVCNFSM6AAAAABDPWERPOVHI2DSMVQWIX3LMV43OSLTON2WKQ3PNVWWK3TUHMYTSNJSG42TGOJWHA>. You are receiving this because you authored the thread.Message ID: ***@***.***>

[tiberiusteng]

I'd bet it's some kind of date or amount format issue.

You can mail me or just copy/paste a few lines, be sure to replace sensitive data first (but don't change format and add/remove punctuation that could affect meaning)

[cdzo72]

Thanks for your willingness to help. The Wallet app by Budget Bakers doesn't connect to my bank here in Costa Rica so there shouldn't be any private info in the file. Amounts may seem high because exchange rate is about 515:1

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On Mon, Feb 19, 2024, 11:31 tiberiusteng ***@***.***> wrote: I'd bet it's some kind of date or amount format issue. You can mail me or just copy/paste a few lines, be sure to replace sensitive data first (but don't change format and add/remove punctuation that could affect meaning) — Reply to this email directly, view it on GitHub <#26 (comment)>, or unsubscribe <https://github.com/notifications/unsubscribe-auth/BGIDCTSBJS6KUG6TEIYUKPLYUOD7XAVCNFSM6AAAAABDPWERPOVHI2DSMVQWIX3LMV43OSLTON2WKQ3PNVWWK3TUHMYTSNJSHEZDOOJYGU> . You are receiving this because you authored the thread.Message ID: ***@***.***>

[tiberiusteng]

Are you attaching csv to mail? it won't show when replying to github comment with mail ...
Please copy/paste the csv to mail body or attach it to the support mail displayed on Google Play listing.

[tiberiusteng]

Ahh, it just come to my mind, if you are trying to directly import CSV from bank, it almost won't work.
It's not smart enough to distinguish field meanings from the file (yet).

You need to export some transactions to CSV from financisto (just to get its format), open the exported CSV, notify what fields Financisto supports and the data format they take, then try to edit your bank CSV (with Excel or write a script) to match its format.

You don't need to fill every columns. The first row exported from Financisto is the field names it supported importing; you can choose fields from that row, put them at the first row of your bank export matching the field, and check "Use header from file" when importing.