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[Feature] CSV import templates #1612

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opened 2026-02-28 19:48:37 -06:00 by GiteaMirror · 2 comments
GiteaMirror commented 2026-02-28 19:48:37 -06:00
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Originally created by @QazCetelic on GitHub (Nov 24, 2024).

Verified feature request does not already exist?

  • I have searched and found no existing issue

💻

  • Would you like to implement this feature?

Pitch: what problem are you trying to solve?

It would be nice to be able to select the bank in the import dialog and automatically apply the right options.

Describe your ideal solution to this problem

A crowdsourced collection of import templates (just a large JSON file people can write PR's for), perhaps something like this.

{
  ...
  "SNS": {
    "columns": {
      // column can be a number (no header) or name (with header)
      "date": 1,
      "payee": 3,
      "notes": 18,
      "category": null,
      
      // either only the amount (depending on seperate-in-out-column & select-in-out-column)
      "amount": 11,
      // or
      "in": null,
      "out": null,
      // or the amount with
      "is-in": null,
    },
    "date-format": "DD-MM-YYYY",
    "delimiter": ";",
    "skip-lines": 0,
    "has-header-row": false,
    "multiplier": null,
    "flip-amount": false,
    "seperate-in-out-column": false,
    "select-in-out-column": false,
  }
  "ING": {
  ...
}

I've also made a mockup:
mockup

I've chosen to go with an apply button so the user can change things if they have a specific import that partially deviates from the default format for some reason (like picking commas as separators instead of semicolons).

Teaching and learning

The template button will be featured prominently in the import page as shown in the mockup

Originally created by @QazCetelic on GitHub (Nov 24, 2024). ### Verified feature request does not already exist? - [X] I have searched and found no existing issue ### 💻 - [X] Would you like to implement this feature? ### Pitch: what problem are you trying to solve? It would be nice to be able to select the bank in the import dialog and automatically apply the right options. ### Describe your ideal solution to this problem A crowdsourced collection of import templates (just a large JSON file people can write PR's for), perhaps something like this. ```json { ... "SNS": { "columns": { // column can be a number (no header) or name (with header) "date": 1, "payee": 3, "notes": 18, "category": null, // either only the amount (depending on seperate-in-out-column & select-in-out-column) "amount": 11, // or "in": null, "out": null, // or the amount with "is-in": null, }, "date-format": "DD-MM-YYYY", "delimiter": ";", "skip-lines": 0, "has-header-row": false, "multiplier": null, "flip-amount": false, "seperate-in-out-column": false, "select-in-out-column": false, } "ING": { ... } ``` I've also made a mockup: ![mockup](https://github.com/user-attachments/assets/936a26d4-9594-4aa1-b488-b9b60b0bde3b) I've chosen to go with an apply button so the user can change things if they have a specific import that partially deviates from the default format for some reason (like picking commas as separators instead of semicolons). ### Teaching and learning The template button will be featured prominently in the import page as shown in the mockup
GiteaMirror added the needs votesfeature labels 2026-02-28 19:48:37 -06:00
GiteaMirror commented 2026-02-28 19:48:39 -06:00
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@github-actions[bot] commented on GitHub (Nov 24, 2024):

✨ Thanks for sharing your idea! ✨

This repository uses lodash style issue management for enhancements. That means enhancement issues are automatically closed. This doesn’t mean we don’t accept feature requests, though! We will consider implementing ones that receive many upvotes, and we welcome contributions for any feature requests marked as needing votes (just post a comment first so we can help you make a successful contribution).

The enhancement backlog can be found here: https://github.com/actualbudget/actual/issues?q=label%3A%22needs+votes%22+sort%3Areactions-%2B1-desc+

Don’t forget to upvote the top comment with 👍!

@github-actions[bot] commented on GitHub (Nov 24, 2024): :sparkles: Thanks for sharing your idea! :sparkles: This repository uses lodash style issue management for enhancements. That means enhancement issues are automatically closed. This doesn’t mean we don’t accept feature requests, though! We will consider implementing ones that receive many upvotes, and we welcome contributions for any feature requests marked as needing votes (just post a comment first so we can help you make a successful contribution). The enhancement backlog can be found here: https://github.com/actualbudget/actual/issues?q=label%3A%22needs+votes%22+sort%3Areactions-%2B1-desc+ Don’t forget to upvote the top comment with 👍! <!-- feature-auto-close-comment -->
GiteaMirror commented 2026-02-28 19:48:40 -06:00
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@mcalligator commented on GitHub (Apr 20, 2025):

One aspect of this has previously been requested in [Feature] manual CSV import, ignore top lines (and bottom lines) #2950. Adding this note to link these two feature requests.

@mcalligator commented on GitHub (Apr 20, 2025): One aspect of this has previously been requested in [[Feature] manual CSV import, ignore top lines (and bottom lines) #2950](https://github.com/actualbudget/actual/issues/2950). Adding this note to link these two feature requests.
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