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[Feature] Import: recognize parentheses as negative amount, e.g. ($12.00) #309

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opened 2026-02-28 18:58:06 -06:00 by GiteaMirror · 3 comments
GiteaMirror commented 2026-02-28 18:58:06 -06:00
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Originally created by @aharbis on GitHub (Mar 23, 2023).

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?

From Account > Import, attempted to import a CSV which uses the following format for the Amount column:

  • debit/outflow: $(12.34)
  • credit/inflow: $12.34

This is not recognized by Actual, and both amounts are treated with the same polarity (positive, by default).

This can be recreated with the following CSV: test.csv

Date,Transaction Type,Description,Amount
01/01/2023,Credit,Paycheck,$400.00
01/02/2023,Debit,Restaurant,($30.00)

This produces the following:

image

Describe your ideal solution to this problem

During the Import process, when parsing the Amount column values, recognize the format ($30.00) as negative.

For example: ($30.00) should be equivalent to -$30.00

Teaching and learning

This could be automatic imo, but a toggle could be added similar to what's shown here if necessary:

image

Originally created by @aharbis on GitHub (Mar 23, 2023). ### 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? From Account > Import, attempted to import a CSV which uses the following format for the Amount column: - debit/outflow: `$(12.34)` - credit/inflow: `$12.34` This is not recognized by Actual, and both amounts are treated with the same polarity (positive, by default). This can be recreated with the following CSV: [test.csv](https://github.com/actualbudget/actual/files/11045729/test.csv) ```csv Date,Transaction Type,Description,Amount 01/01/2023,Credit,Paycheck,$400.00 01/02/2023,Debit,Restaurant,($30.00) ``` This produces the following: ![image](https://user-images.githubusercontent.com/20443310/227067285-86780139-230c-4588-badf-973f4fc6bfd7.png) ### Describe your ideal solution to this problem During the Import process, when parsing the `Amount` column values, recognize the format `($30.00)` as negative. For example: `($30.00)` should be equivalent to `-$30.00` ### Teaching and learning This could be automatic imo, but a toggle could be added similar to what's shown here if necessary: ![image](https://user-images.githubusercontent.com/20443310/227068311-1ce828a8-2f8b-4db3-bfa4-56ca19227132.png)
GiteaMirror added the transaction importfeature labels 2026-02-28 18:58:06 -06:00
GiteaMirror commented 2026-02-28 18:58:07 -06:00
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@Jackenmen commented on GitHub (Mar 23, 2023):

Out of curiosity, which bank uses such a format?

@Jackenmen commented on GitHub (Mar 23, 2023): Out of curiosity, which bank uses such a format?
GiteaMirror commented 2026-02-28 18:58:08 -06:00
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@aharbis commented on GitHub (Mar 23, 2023):

Truist (formerly BB&T) - https://www.truist.com/

@aharbis commented on GitHub (Mar 23, 2023): Truist (formerly BB&T) - https://www.truist.com/
GiteaMirror commented 2026-02-28 18:58:08 -06:00
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@Jackenmen commented on GitHub (Mar 23, 2023):

While not a solution to this issue, there's one possible workaround - I believe that Truist should support the QFX format (Quicken) which can be imported by Actual.

@Jackenmen commented on GitHub (Mar 23, 2023): While not a solution to this issue, there's one possible workaround - I believe that Truist should support the QFX format (Quicken) which can be imported by Actual.
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Reference: github-starred/actual#309
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