Skip to content

Filtering by account number #42

New issue

Have a question about this project? Sign up for a free GitHub account to open an issue and contact its maintainers and the community.

By clicking “Sign up for GitHub”, you agree to our terms of service and privacy statement. We’ll occasionally send you account related emails.

Already on GitHub? Sign in to your account

Open
JSS3M3 opened this issue Aug 24, 2021 · 1 comment
Open

Filtering by account number #42

JSS3M3 opened this issue Aug 24, 2021 · 1 comment

Comments

@JSS3M3
Copy link

JSS3M3 commented Aug 24, 2021

Your tool is very helpful - thank you for creating it.

You may have heard that RBC (Royal Bank of Canada) is discontinuing their financial tracking tool "myFinanceTracker". That leaves RBC customers with almost no way to track and manage their spending without using an external tool like YNAB. I have exported the transactions from myFinanceTracker, but the CSV files contain multiple accounts. YNAB's native file import is able to detect this and map the accounts in the CSV file (see screenshot):

YNABFileImport1

Your tool has no problem converting the files, but it doesn't carry over the account number so all transactions are mapped to a single account on import into YNAB.

Would it be possible to add an account number column to your output files so that YNAB can do the mapping on import? Otherwise, I'll have to manually separate the transactions into separate CSV files before converting them with your tool.

Please note that other RBC customers will be eager to move their myFinanceTracker data to another tool when myFinanceTracker is discontinued in October 2021.

Thanks,

Jerry

@aniav
Copy link
Owner

aniav commented Jul 12, 2022

Sorry for not replying sooner. This totally makes sense! I do not maintain the tool very actively any more right now so marking this with help wanted label 🙌

Sign up for free to join this conversation on GitHub. Already have an account? Sign in to comment
Projects
None yet
Development

No branches or pull requests

2 participants