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[PR #1788] [MERGED] Enhancement: Add option to select in/out field during import #3958

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opened 2026-02-28 20:49:26 -06:00 by GiteaMirror · 0 comments
GiteaMirror commented 2026-02-28 20:49:26 -06:00
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📋 Pull Request Information

Original PR: https://github.com/actualbudget/actual/pull/1788
Author: @Jessseee
Created: 10/12/2023
Status: ✅ Merged
Merged: 11/5/2023
Merged by: @MatissJanis

Base: master ← Head: in-out_column

📝 Commits (6)

📊 Changes

2 files changed (+144 additions, -27 deletions)

View changed files

📝 packages/desktop-client/src/components/modals/ImportTransactions.js (+138 -27)
➕ upcoming-release-notes/1788.md (+6 -0)

📄 Description

While trying to import CSV files from my bank (ING) I ran into the issue that they specify whether a transaction is debit/credit in a separate column. #805 also mentions this issue. I added the option to specify this in/out field during import. I also made a custom importer that fixes this issue for now. Check that out incase you also do not feel like editing the CSV files every time you want to import them.

Usage:

  1. Go to account and import a CSV file.
  2. In the import modal, check the new "In/Out" option.
  3. Select the correct column name for the "In/Out" CSV field.
  4. Input the value of the "In/Out" field that should specifies an "Out" transaction.

🔄 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/1788 **Author:** [@Jessseee](https://github.com/Jessseee) **Created:** 10/12/2023 **Status:** ✅ Merged **Merged:** 11/5/2023 **Merged by:** [@MatissJanis](https://github.com/MatissJanis) **Base:** `master` ← **Head:** `in-out_column` --- ### 📝 Commits (6) - [`c3b1c12`](https://github.com/actualbudget/actual/commit/c3b1c12afd3a56d1ed29e31d1323b47a09998b41) Add option to select in/out field - [`df7b167`](https://github.com/actualbudget/actual/commit/df7b167b3a1805ecbc815b4ad21024e16b233c9d) Release note - [`fda6ef3`](https://github.com/actualbudget/actual/commit/fda6ef38d0aa2c43cb82cb19a4f7120a999172e2) Linting - [`1fb2dc3`](https://github.com/actualbudget/actual/commit/1fb2dc369daeb30b5f07df0c22852a170fb14dcf) Slightly improved UX - [`2b91dc6`](https://github.com/actualbudget/actual/commit/2b91dc6bc8b5731bef4fbf371012eaaf157d86eb) Clarified texts - [`3e8b297`](https://github.com/actualbudget/actual/commit/3e8b29791227bfa0d91613ff601d167204979644) Merge branch 'master' into in-out_column ### 📊 Changes **2 files changed** (+144 additions, -27 deletions) <details> <summary>View changed files</summary> 📝 `packages/desktop-client/src/components/modals/ImportTransactions.js` (+138 -27) ➕ `upcoming-release-notes/1788.md` (+6 -0) </details> ### 📄 Description While trying to import CSV files from my bank (ING) I ran into the issue that they specify whether a transaction is debit/credit in a separate column. #805 also mentions this issue. I added the option to specify this in/out field during import. I also made a [custom importer](https://github.com/Jessseee/actual-importer) that fixes this issue for now. Check that out incase you also do not feel like editing the CSV files every time you want to import them. **Usage:** 1. Go to account and import a CSV file. 2. In the import modal, check the new "In/Out" option. 3. Select the correct column name for the "In/Out" CSV field. 4. Input the value of the "In/Out" field that should specifies an "Out" transaction. --- <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 2026-02-28 20:49:26 -06:00
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Reference: github-starred/actual#3958
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