CSV Imports
We've made some big updates for the CSV imports feature 🌮 🎉
You can now import transactions, trades, accounts, and even an old Mint export!
Here's a quick demo that shows how it all works:
CleanShot.2024-09-30.at.17.44.58.mp4
In addition to the CSV imports, we have several app stability fixes and improvements such as:
EUR
currencies and dates are now formatted correctly based on user locale- The transactions page now has a completed list of filters so you can find your transactions easier
What's Changed
- Fix styles on import modal by @zachgoll in #1188
- Add error handling for vehicle and property account creation by @tonyvince in #1179
- Finish remaining transaction filters by @zachgoll in #1189
- Finalize transaction drawer, simplify money form helpers by @zachgoll in #1191
- Finalize profile settings page for v0.2.0-alpha by @zachgoll in #1194
- Fix: Escape button not being handled on settings pages by @jestinjoshi in #1210
- CSV Imports Overhaul (Transactions, Trades, Accounts, and Mint import support) by @zachgoll in #1209
- Sort currencies by name as a second order by @alagos in #1216
- Fix incorrect partial sync balance generation by @zachgoll in #1223
- Fix import migration by @zachgoll in #1227
- Add Synth provider to self host setting page by @zachgoll in #1230
- Allow users to set preferred locale in settings and provide basic date and time localization support by @zachgoll in #1226
- Add formatting for EUR locales by @zachgoll in #1231
- Use DB for auth sessions by @zachgoll in #1233
- Fix signage on transaction imports by @zachgoll in #1236
- Add tag filtering by @zachgoll in #1240
- Handle missing weekend stock prices in sync process by @zachgoll in #1242
New Contributors
Full Changelog: v0.1.0-alpha.17...v0.1.0-alpha.18