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Incremental import #57
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You can try to use CSV/QIF import feature. Export a few transactions to see what field names are supported, then use them as reference to create your new transactions. You don't need to have all fields with CSV import, just put field name on first record and check "Use header from file" when importing. Payee/category are matched by display name. Currently it does not support having transactions from multiple accounts in the same file, if you need this feature I'll try to implement it. |
Thanks! I tried and it worked! It would be a good feature to add multiple accounts, but then I think it's a good to have and not a must have feature. I was about to mark this as Closed, just that on this one, I had received an error earlier. If possible so help me understand. Though it's fine if you do not prioritize it. Apologies, I don't understand code, so tried to get something from Google Gemini but was unsuccessful. The error code is below: Fail.. I tried removing fields with null values, making sure that the Account is correct, and then also added the TXN ID field. Strangely (to me), it got fixed later, and this was with both the corrected and the initial files if I remember right. |
Did it show full error log or you just got that line? Because that line is outer handling not where it likely occurs. I guess you have a time field and some of the content can't be correctly parsed as time. I'll try to reproduce and fix it. |
Ahh, it's probably because date or time field are omitted. These two fields are kind of required. I'll try to improve the error message on this. |
It was like a pop up. Thanks! |
Hello, while importing via backup files or csv is possible, in my experience, it does a full replace. That is, the entire database is overwritten. Is it possible to incrementally import transactions? Since there are times when I forget to record transactions, and a batch import is easier. Thx so much!
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