[GH-ISSUE #805] [Feature] Import CSV with amount and in/out flow column #49429

Closed
opened 2026-04-30 10:51:43 -05:00 by GiteaMirror · 5 comments
Owner

Originally created by @Rayvw on GitHub (Mar 22, 2023).
Original GitHub issue: https://github.com/actualbudget/actual/issues/805

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?

Hi,
I recently discovered Actual and I'm really interested in using it. I love the simplicity and ease of use. However, the following issue makes me not able to use it.
My bank (ING Netherlands) provides a CSV file with two columns regarding the amount: Debit/credit (Af / Bij in Dutch) and Amount. The first column specifies whether the amount stated in the second column is either inflow or outflow. The second column is always a positive number (so, no minus sign for outflow). Currently, I cannot import this file because this format is not supported.
ing_example_nl.csv
ing_example_en.csv

Describe your ideal solution to this problem

I am in doubt about what would be a nice solution that doesn’t compromise the simplicity of the import modal. I think the most flexible solution would be to consider the Debit/credit column as a per-column multiplier. In that case the contents have to be transformed during the import process: 'Credit' will be a multiplier of 1 and 'Credit' will be a multiplier of -1. The import modal should have the option to define this. I’d like to hear your opinion on this and possible other solutions!
I attached a sample CSV file both in English and Dutch.

Teaching and learning

No response

Originally created by @Rayvw on GitHub (Mar 22, 2023). Original GitHub issue: https://github.com/actualbudget/actual/issues/805 ### Verified feature request does not already exist? - [X] I have searched and found no existing issue ### 💻 - [ ] Would you like to implement this feature? ### Pitch: what problem are you trying to solve? Hi, I recently discovered Actual and I'm really interested in using it. I love the simplicity and ease of use. However, the following issue makes me not able to use it. My bank (ING Netherlands) provides a CSV file with two columns regarding the amount: Debit/credit (Af / Bij in Dutch) and Amount. The first column specifies whether the amount stated in the second column is either inflow or outflow. The second column is always a positive number (so, no minus sign for outflow). Currently, I cannot import this file because this format is not supported. [ing_example_nl.csv](https://github.com/actualbudget/actual/files/11037614/ing_example_nl.csv) [ing_example_en.csv](https://github.com/actualbudget/actual/files/11037615/ing_example_en.csv) ### Describe your ideal solution to this problem I am in doubt about what would be a nice solution that doesn’t compromise the simplicity of the import modal. I think the most flexible solution would be to consider the Debit/credit column as a per-column multiplier. In that case the contents have to be transformed during the import process: 'Credit' will be a multiplier of 1 and 'Credit' will be a multiplier of -1. The import modal should have the option to define this. I’d like to hear your opinion on this and possible other solutions! I attached a sample CSV file both in English and Dutch. ### Teaching and learning _No response_
GiteaMirror added the feature label 2026-04-30 10:51:43 -05:00
Author
Owner

@Rayvw commented on GitHub (Mar 22, 2023):

I just realized a very simple solution that works for me. Probably a bit ugly solution but maybe it helps others or is the key to an implementation in actual.

As the the columns are next to each other, using find & replace one can easily add the minus sign to outflow (Debit). I open the file in notepad and use find & replace: find: Debit";", replace with: Debit";"-. For the Dutch CSV file: find Af";", replace with: Af";"-.

<!-- gh-comment-id:1479976282 --> @Rayvw commented on GitHub (Mar 22, 2023): I just realized a very simple solution that works for me. Probably a bit ugly solution but maybe it helps others or is the key to an implementation in actual. As the the columns are next to each other, using find & replace one can easily add the minus sign to outflow (Debit). I open the file in notepad and use find & replace: find: `Debit";"`, replace with: `Debit";"-`. For the Dutch CSV file: find `Af";"`, replace with: `Af";"-`.
Author
Owner

@j-f1 commented on GitHub (Mar 23, 2023):

I believe this bank also supports CAMT.053, which will be supported once #740 is finished and merged.

<!-- gh-comment-id:1480562816 --> @j-f1 commented on GitHub (Mar 23, 2023): I believe this bank also supports CAMT.053, which will be supported once #740 is finished and merged.
Author
Owner

@Rayvw commented on GitHub (Mar 23, 2023):

Unfortunately that's only supported for business accounts. Private accounts can export the transactions as either CSV or PDF.

<!-- gh-comment-id:1480670673 --> @Rayvw commented on GitHub (Mar 23, 2023): Unfortunately that's only supported for business accounts. Private accounts can export the transactions as either CSV or PDF.
Author
Owner

@github-actions[bot] commented on GitHub (May 1, 2023):

Thanks for sharing your idea!

This repository is now using lodash style issue management for enhancements. This means enhancement issues will now be closed instead of leaving them open. 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 👍!

<!-- gh-comment-id:1530124442 --> @github-actions[bot] commented on GitHub (May 1, 2023): :sparkles: Thanks for sharing your idea! :sparkles: This repository is now using lodash style issue management for enhancements. This means enhancement issues will now be closed instead of leaving them open. 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 👍!
Author
Owner

@youngcw commented on GitHub (Feb 8, 2024):

This feature was added in #1788. Closing

<!-- gh-comment-id:1934431555 --> @youngcw commented on GitHub (Feb 8, 2024): This feature was added in #1788. Closing
Sign in to join this conversation.
1 Participants
Notifications
Due Date
No due date set.
Dependencies

No dependencies set.

Reference: github-starred/actual#49429