CSV Importing

I've exported my historical account balanced from mint's trends view. It's a CSV with the columns: Account, Month, Balance. I'd love to be able to import these easily into the net-worth view

If a user selects "Upload to multiple accounts..." when importing transactions to a csv, the import process should warn users if the account_name column is not mapped after the Import Transactions via CSV step. It's easy to miss this since you need to scroll to the right to get to this column. See https://discord.com/channels/842337014556262411/1225473539151368313/1227769779717279795

Since Canadian banks doesn't like to allow apps to sync data automatically, I have to use CSV files to import transactions. But unfortunately it is required to have the category on the csv file, and there is no autocategorization as we have in Bank Sync. I think that it would be great if Lunch Money included this feature into CSV Importing.

I have a few banks that export to .xls (excel) and not CSV, would it be too much to ask to support import from .xls? Otherwise I need to convert each time. Minor annoyance but thought I’d ask!

When selecting which imported category is to match to which existing category (or create new category), it would be great to see some examples (or all) of transactions that are being imported for that category. For example, there is an item that is suggested to be imported as "Entertainment->Clubs" (or something like that) but I don't remember going to any clubs and so I'd have to go back to my import manually to see what the amount that was paid and when it was paid to try to track down what that expense was. (perhaps I was just buying a quick bite at a restaurant that categorizes itself as a club).

If a bank's CSV has the first few rows empty for a column, that column is not selectable to be assigned.

The csv import from my bank is not separating the payee from additional information. Things looks like "credit card payment 03/04 Uber Ltd blablabla...". Dates, inflows and outflows exists in separates columns. So no issues there. But for the payee, problem is that as the payee column is mandatory to imports transactions. Sadly, the only information I can dedice to match with it are this types of data ("Credit cart payment 03/04 Uber ltd blablabla". I would like to add thsoe to notes instead, and to precise the payee after import. A match with the notes column is possible. But I do that, I do not have enough column in my csv file to match the mandatory ones of Lunch Money csv import feature. If I go with a match with the payee one, then the system will eventually (when importing) pollute my payee list, as well as import really messy transactions. I'm stuck. In the YNAB import, as an example, you can decide to feed only notes or payee. My (French) bank Arkea Direct Bank Fortuneo is still not supported by Plaid, I cannot then import my transactions automatically. Neither can I import them through CSV as I just explained. I must not be the only one. Maybe just the first telling you that. This eventually means that I can just enter transactions in Lunch money by typing them manually. I was ok to import a CSV, but not to enter my transactions manually. I'm stuck then. I was just one click away from switching from YNAB to Lunch Money. I refrein myself then. Hoping you take that into consideration for later releases. I'd love to join in a near future.

I already have some custom XML/HTML -> converters that I use as greasemonkey scripts as most of my banks' statements are in a fake XLS (internally html), should be simple to apply them using css selectors or xpath. And for real XLS (old xls there are some js libraries that could be executed to convert into xlsx which is an XML file)

I have a csv which shows the amounts in cents as integers, instead of decimals. It would be a great feature if I could determine that the amounts uploaded are in cents.