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Add option to flip amounts for OFX and QFX file imports #742

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opened 2026-02-28 19:17:10 -06:00 by GiteaMirror · 3 comments
GiteaMirror commented 2026-02-28 19:17:10 -06:00
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Originally created by @KyleK1782 on GitHub (Nov 19, 2023).

Verified issue does not already exist?

  • I have searched and found no existing issue

What happened?

When importing as a QFX of OFX there is no option to "flip amounts" which is needed when importing a credit card into an account. This option does exist for QIF and CSV.

What error did you receive?

Missing option when importing some file types.

Where are you hosting Actual?

Docker

What browsers are you seeing the problem on?

Chrome

Operating System

Mac OSX

Originally created by @KyleK1782 on GitHub (Nov 19, 2023). ### Verified issue does not already exist? - [X] I have searched and found no existing issue ### What happened? When importing as a QFX of OFX there is no option to "flip amounts" which is needed when importing a credit card into an account. This option does exist for QIF and CSV. ### What error did you receive? Missing option when importing some file types. ### Where are you hosting Actual? Docker ### What browsers are you seeing the problem on? Chrome ### Operating System Mac OSX
GiteaMirror added the transaction importneeds votesfeature labels 2026-02-28 19:17:10 -06:00
GiteaMirror commented 2026-02-28 19:17:11 -06:00
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@joel-jeremy commented on GitHub (Nov 19, 2023):

Can you try disabling the Experimental OFX parser in the advanced setting to see if the old OFX parser's behavior is the same?

@joel-jeremy commented on GitHub (Nov 19, 2023): Can you try disabling the `Experimental OFX parser` in the advanced setting to see if the old OFX parser's behavior is the same?
GiteaMirror commented 2026-02-28 19:17:11 -06:00
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@KyleK1782 commented on GitHub (Nov 20, 2023):

It shows the same behaviour with that option disabled.

I looked into the code when I was opening the ticket, it seems the amount flipping happens client side, not server side. Server side the ParseFileOptions doesn't include a flipAmmounts or anything like that while in loot-core you can see function parseAmountFields(...,flipAmount,...) parameter. This leads me to believe this is a client side operation.

Desktop code: https://github.com/actualbudget/actual/blob/master/packages/desktop-client/src/components/modals/ImportTransactions.js#L253
loot-core code: https://github.com/actualbudget/actual/blob/master/packages/loot-core/src/server/accounts/parse-file.ts#L16

@KyleK1782 commented on GitHub (Nov 20, 2023): It shows the same behaviour with that option disabled. I looked into the code when I was opening the ticket, it seems the amount flipping happens client side, not server side. Server side the `ParseFileOptions` doesn't include a flipAmmounts or anything like that while in loot-core you can see `function parseAmountFields(...,flipAmount,...)` parameter. This leads me to believe this is a client side operation. Desktop code: https://github.com/actualbudget/actual/blob/master/packages/desktop-client/src/components/modals/ImportTransactions.js#L253 loot-core code: https://github.com/actualbudget/actual/blob/master/packages/loot-core/src/server/accounts/parse-file.ts#L16
GiteaMirror commented 2026-02-28 19:17:11 -06:00
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@youngcw commented on GitHub (Nov 7, 2025):

moving to feature request

@youngcw commented on GitHub (Nov 7, 2025): moving to feature request
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Reference: github-starred/actual#742
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