Feature: Add "amount type" configuration column for CSV imports #1947

2025-03-05T08:10:28+08:00

zachgoll commented

2025-03-05 08:10:28 +08:00

(Migrated from github.com)

Many banks export transactions with an "amount type" column that indicates whether the transaction is an "income" or "expense" (inflow/outflow).

This PR adds a configurable "amount type" column so users can choose between using the signage (e.g. positive/negative amounts) to control the income/expense designation OR use an "amount type" column with a configurable value that designates what is an "income" or "expense" in the import.

This should save users significant time as they won't have to prepare their imports prior to uploading to the Maybe app.

https://github.com/user-attachments/assets/f47bc69b-e10a-4a6a-ab32-eaba197e986c

Other changes

This PR also cleans up some of the import designs to match the latest Figma spec.

Many banks export transactions with an "amount type" column that indicates whether the transaction is an "income" or "expense" (inflow/outflow). This PR adds a configurable "amount type" column so users can choose between using the _signage_ (e.g. positive/negative amounts) to control the income/expense designation OR use an "amount type" column with a configurable value that designates what is an "income" or "expense" in the import. This should save users significant time as they won't have to prepare their imports prior to uploading to the Maybe app. https://github.com/user-attachments/assets/f47bc69b-e10a-4a6a-ab32-eaba197e986c **Other changes** This PR also cleans up some of the import designs to match the latest Figma spec.

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Reference: gavin/maybe#1947