github-starred/actual
2
0
Fork 0
mirror of https://github.com/actualbudget/actual.git synced 2026-05-06 15:12:35 -05:00
Code Issues 1.5k Packages Projects Releases 54 Wiki Activity

[Feature] Checkbox to swap Payee/Notes on file import. #193

New Issue
Closed
opened 2026-02-28 18:51:49 -06:00 by GiteaMirror · 2 comments
GiteaMirror commented 2026-02-28 18:51:49 -06:00
Owner
Copy Link

Originally created by @rich-howell on GitHub (Jan 22, 2023).

Discussed in https://github.com/actualbudget/actual/discussions/210

Originally posted by pcchristie August 25, 2022
Hi guys,

I seem to remember this feature was in YNAB4. Unfortunately the QIF/OFX files are read incorrectly (or maybe created incorrectly) on my family member's bank account. The CSV import doesn't work seamlessly either. To avoid having to manually download and transform CSV data or begrudgingly accept all Notes being payees (and Payee fields being empty) it would be great to have a checkbox on the File Import Wizard in transactions.

Thanks

Originally created by @rich-howell on GitHub (Jan 22, 2023). ### Discussed in https://github.com/actualbudget/actual/discussions/210 <div type='discussions-op-text'> <sup>Originally posted by **pcchristie** August 25, 2022</sup> Hi guys, I seem to remember this feature was in YNAB4. Unfortunately the QIF/OFX files are read incorrectly (or maybe created incorrectly) on my family member's bank account. The CSV import doesn't work seamlessly either. To avoid having to manually download and transform CSV data or begrudgingly accept all Notes being payees (and Payee fields being empty) it would be great to have a checkbox on the File Import Wizard in transactions. Thanks</div>
GiteaMirror added the featureimporters labels 2026-02-28 18:51:49 -06:00
GiteaMirror commented 2026-02-28 18:51:50 -06:00
Author
Owner
Copy Link

@MatissJanis commented on GitHub (Jan 25, 2023):

👋 @pcchristie would you mind providing an example YNAB4 export that is not working as expected? Without getting a way to reproduce it's pretty tricky to debug the problem.

I'll close this ticket for now, but please reopen if/when there is a way for us to reproduce the problem.

@MatissJanis commented on GitHub (Jan 25, 2023): 👋 @pcchristie would you mind providing an example YNAB4 export that is not working as expected? Without getting a way to reproduce it's pretty tricky to debug the problem. I'll close this ticket for now, but please reopen if/when there is a way for us to reproduce the problem.
GiteaMirror commented 2026-02-28 18:51:50 -06:00
Author
Owner
Copy Link

@corysell commented on GitHub (Dec 10, 2023):

I hate to reopen this, BUT I'm running into this same problem in that my wonderful Credit Union loves putting all the real data in the Memo/Notes when I use my Debit Card, and the Payee is always "Withdrawal Debit Card W/D".

With YNAB, I literally told it to just swap them regardless of both fields having data, and this made the effort a LOT smoother.

Is there any way we can get that swap feature to occur even if the fields AREN'T blank?

@corysell commented on GitHub (Dec 10, 2023): I hate to reopen this, BUT I'm running into this same problem in that my wonderful Credit Union loves putting all the real data in the Memo/Notes when I use my Debit Card, and the Payee is always "Withdrawal Debit Card W/D". With YNAB, I literally told it to just swap them regardless of both fields having data, and this made the effort a LOT smoother. Is there any way we can get that swap feature to occur even if the fields AREN'T blank?
Sign in to join this conversation.
No Branch/Tag Specified
Branches Tags
Labels
Clear labels
AI generated
API
bank sync
budgeting
bug
can’t replicate
dependencies
docker
documentation
electron
experimental feature
feature
feedback
goal templates
good first issue
help wanted
importers
maintenance
needs info
needs testing
needs triage
needs votes
openid
payees
pull-request
Mirrored from GitHub Pull Request
 regression
reports
responsive
rules
schedules
server
✨ merged
split transactions
tech debt
theme
transaction import
transaction reconciliation
transactions
translations
upstream
user interface
✅ approved
wontfix
No Label feature importers
Milestone
No items
No Milestone
Projects
Clear projects
No project
Assignees
Clear assignees
GiteaMirror ninjasurge
No Assignees
1 Participants
Notifications
Due Date
No due date set.
Dependencies

No dependencies set.

Reference: github-starred/actual#193
Delete Branch "%!s()"

Deleting a branch is permanent. Although the deleted branch may continue to exist for a short time before it actually gets removed, it CANNOT be undone in most cases. Continue?