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#251 Creation of transactions from bank account import

v1.4
open
nobody
5
2013-05-18
2012-11-04
Erik Huelsmann
No

John Locke puts it this way:

"""
What I think I'm really looking for here is a bulk transaction import. Reconciliation is the easy part -- it's getting all the transactions into the system that's tedious. Having a bulk import that can essentially do what the reconciliation screen partially does, but allows you to create new transactions from those that do not match would be great.
"""

Discussion

  • Chris Travers
    Chris Travers
    2012-12-07

    The big question is how we know what the other side of the transaction is.

     
  • Havard Sorli
    Havard Sorli
    2012-12-07

    The other side of the transaction could be solved by a filter system. (look to e-mail filtering http://search.cpan.org/~rjbs/Email-Filter-1.032/lib/Email/Filter.pm\)

    And if the filter do not match, we have an option to add the other side of the transaction, (and a possibility to make a filter of that for the next time)