Import Transactions

[flborn]

I'm trying to use the Import Transaction function. I used to use GnuCash for my personal finances but it is a bit of an overkill.
I have >4000 transactions on my checking account, so I cannot enter them by hand.

However I cannot figure out how to use the import transactions function.
I have a CSV export with TAB as delimiter, minimum example:
Date Description Amount
31-Dec-20 Opening Balance Checking Account 19479,94
I copy this to the clipboard from VS Code, but Step 2 doesn't recognize anything.
I tried with Vivaldi, Firefox and Edge, all the same result. Clipboard permissions are explicitly set, logfile doesn't say anything.

What am I doing wrong?

[afaneca]

Hi @flborn,
I made a quick test right now using your sample data.
From my end, the transaction is recognized on step1, like it should (should have automatically recognized the amount column as well, but I'm already working on improving that):

It fails on step 2 because the date column is not in the specified format (DD-MM-YYYY). If you change it to that format, everything should work as expected:

I understand this is not the most practical approach, so I'll be working in the coming days to make this functionality smarter and able to recognize/understand different formats for the date column. You can track progress on it here: #464.

[flborn]

Sounds good, but do you have an idea why it is not working for me?
What browser are you using?

[afaneca]

Step 2 is not working for you because of the format of the date. If you change it to the one recognized by Myfin, it should work.

Give it a try:

Date	Description	Amount
31-12-2020	Opening Balance Checking Account	19479,94

[flborn]

Doesn't work either, the row never shows up. I have a suspicion that it's because I host it via http only.
I'll try to set up https for both containers and try again

[flborn]

OK, that's it. Apparently all tested browsers don't allow access to the clipboard when on an non-ssl connection.
With SSL it works. I'm using traefik as the reverse proxy and if let traefik just serve the default certificate, I have to navigate to https://myfin-api.home/ once first to accept the "risk" of an invalid certificate.

Afterwards it works fine.

[afaneca]

Yep, the standard is for the clipboard API (which Myfin relies on) to only be available in "secure contexts", as per official docs (here and here).

[Gaucer]

Hi, first of all, thanks for the project.

Don't want to create bug or new discussion but just ask: is it possible to import Category as well?
Also now I think Amount and Value fields are somewhat misleading

[afaneca]

Hi @Gaucer,
There's already a discussion open regarding that same request: #466. It's already on the roadmap as well. Feel free to contribute to the discussion on that thread if you've got something to add in relation to that feature request. Thanks!