Create manual accounts that you can upload CVS files to those manual accounts, also when adding a manual transaction you should be able to allocate that transaction to an account to keep track of accounts spending
Good news, both of these are built in and you can do them today:
Manual accounts with CSV upload: go to Banks, add a manual account (the Connect Bank button has an "Add manually" option), then use Import to upload your CSV straight into that account.
Allocating a transaction to an account: when you add a transaction, you can choose which account it belongs to so spending tracks against that account.
One quick thing on CSV import: it adds the transactions for tracking but leaves your account balance exactly where you set it, so it doesn't double-count history you've already accounted for. If you want to change the balance later, just use Adjust balance on the account and set it to whatever you like.
Let me know if anything isn't showing up and I'll take a look. Hope this fulfills your request.
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Comments1
team@waypointbudget
Jul 7
Hi Gustavo,
Good news, both of these are built in and you can do them today:
Manual accounts with CSV upload: go to Banks, add a manual account (the Connect Bank button has an "Add manually" option), then use Import to upload your CSV straight into that account.
Allocating a transaction to an account: when you add a transaction, you can choose which account it belongs to so spending tracks against that account.
One quick thing on CSV import: it adds the transactions for tracking but leaves your account balance exactly where you set it, so it doesn't double-count history you've already accounted for. If you want to change the balance later, just use Adjust balance on the account and set it to whatever you like.
Let me know if anything isn't showing up and I'll take a look. Hope this fulfills your request.
Thanks,
Jamal
Co-Founder
Waypoint Budget