Import a general CSV file

Registered by Karel Kolman on 2009-01-11

Some banks provide account transaction data in form of CSV (comma separated values) files only. wxBanker should be able to import these files.

User interface:
 Assign csv file column numbers to wxBanker data columns (Date, amount, description). Specify date format (dd/mm/yyyy, yyyy-mm-dd etc), decimal point separator, csv field separator used in the csv file.
 Make it possible to set the "description" field as a concatenation of csv columns.

Templates:
 user should be able to save csv-to-wxBanker mapping information in templates for importing csv files from different banks repeatedly.

Blueprint information

Status:
Complete
Approver:
None
Priority:
Undefined
Drafter:
None
Direction:
Needs approval
Assignee:
None
Definition:
Approved
Series goal:
None
Implementation:
Implemented
Milestone target:
milestone icon 0.5
Started by
Karel Kolman on 2009-01-20
Completed by
Michael Rooney on 2009-03-26

Sprints

Whiteboard

2009.01.31 mrooney: Looks cool so far Karel!
2009.01.31 mrooney: I am looking forward to this. Mint.com, which allows you to interface with almost any bank/creditor/investment, can export csv files. With your code I can allow users with Mint accounts to import transactions automatically, including for new accounts (perhaps prompting on account creation). I also want to add the ability to show whether or not a wxBanker balance is in sync with the actual account, if the user links the account with Mint.

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Work Items

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