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[PR #77] [CLOSED] Add ability to import transfers from CSV #33198

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opened 2026-04-20 20:37:04 -05:00 by GiteaMirror · 0 comments
GiteaMirror commented 2026-04-20 20:37:04 -05:00
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📋 Pull Request Information

Original PR: https://github.com/actualbudget/actual/pull/77
Author: @blakegearin
Created: 5/31/2022
Status: ❌ Closed

Base: master ← Head: csv-import-transfer

📝 Commits (1)

  • bbdfc25 Add ability to import transfers from CSV

📊 Changes

2 files changed (+18 additions, -2 deletions)

View changed files

📝 packages/desktop-client/src/components/accounts/Account.js (+3 -1)
📝 packages/loot-design/src/components/modals/ImportTransactions.js (+15 -1)

📄 Description

Summary

  • Added account ID parsing to Payee field on CSV imports to detect transfers

Evidence

actual_PR_5-31-2022-3

Notes

  • The Amount field defines the transfer direction
    • positive amount: Payee account → current account
    • negative amount: current account → Payee account
  • It is currently possible to enable this functionality with rules, however, one would need to be made for each account
  • Currently account IDs are not explicitly stated in the UI, just present in the URL, as far as I'm aware
  • A checkbox could be added to the Import Options section to toggle this functionality on and off, though this is specific use case that I don't believe would be mistakenly triggered; putting an account ID in the Payee field is a pretty deliberate act/state

🔄 This issue represents a GitHub Pull Request. It cannot be merged through Gitea due to API limitations.

## 📋 Pull Request Information **Original PR:** https://github.com/actualbudget/actual/pull/77 **Author:** [@blakegearin](https://github.com/blakegearin) **Created:** 5/31/2022 **Status:** ❌ Closed **Base:** `master` ← **Head:** `csv-import-transfer` --- ### 📝 Commits (1) - [`bbdfc25`](https://github.com/actualbudget/actual/commit/bbdfc25d0dac3b1cefb773cc919f8870966a8d44) Add ability to import transfers from CSV ### 📊 Changes **2 files changed** (+18 additions, -2 deletions) <details> <summary>View changed files</summary> 📝 `packages/desktop-client/src/components/accounts/Account.js` (+3 -1) 📝 `packages/loot-design/src/components/modals/ImportTransactions.js` (+15 -1) </details> ### 📄 Description ## Summary - Added account ID parsing to `Payee` field on CSV imports to detect transfers ## Evidence ![actual_PR_5-31-2022-3](https://user-images.githubusercontent.com/17950836/171097082-15769bdd-a4c9-4f08-9122-1af7e3102fc4.gif) ## Notes - The `Amount` field defines the transfer direction - positive amount: `Payee` account → current account - negative amount: current account → `Payee` account - It is currently possible to enable this functionality with rules, however, one would need to be made for each account - Currently account IDs are not explicitly stated in the UI, just present in the URL, as far as I'm aware - A checkbox could be added to the `Import Options` section to toggle this functionality on and off, though this is specific use case that I don't believe would be mistakenly triggered; putting an account ID in the `Payee` field is a pretty deliberate act/state --- <sub>🔄 This issue represents a GitHub Pull Request. It cannot be merged through Gitea due to API limitations.</sub>
GiteaMirror added the pull-request label 2026-04-20 20:37:04 -05:00
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