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Import statements

Karol Kovalik   ( User )

Commented 5 years ago

I would really appreciate a feature of importing bank statements and auto-creating expenses or paying invoices.

Denis Duliçi   ( Admin )

Commented 5 years ago

That's a great idea Karol. What do you generally use, CSV or XLS?

Karol Kovalik   ( User )

Commented 5 years ago

Banks typically provide CSV or XML. Even XLS are often CSV.


Guess to expand on the idea, it would be great to have an import configuration where each of the fields in CSV could be mapped/ignored/transformed into the final Bank statement table structure.


Possibly a feature of auto-clearing of invoices using the Reference field would be great too.

Guest   ( User )

Commented 5 years ago

I vote for this as well

Denis Duliçi   ( Admin )

Commented 5 years ago

This feature has been added to Akaunting 1.1 version.

Jim Fisk   ( User )

Commented 4 years ago

Revenue and expense importing has been added, it appears we're targeting version 1.3 (Oct 2018) for bank importing: https://akaunting.com/forum/discussion/general/import-bank-statements

Boyd McConnell   ( User )

Commented 4 years ago

This is essential

Seamus O Connor   ( User )

Commented 2 years ago

Can .csv bank transactions be imported?

Bob   ( User )

Commented 1 year ago

no unfortunately not

Lone Boukala   ( User )

Commented 1 year ago

Pouvez vous développer une fonction d'import et export d'un journal Comptable excel CVS

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