Ability to upload CSV to automatically-managed accounts
complete
J
Justin
If a Plaid integration breaks, it would be nice to be able to bring an account up to date with CSVs. It would also be useful for adding more history when an account's website only goes back so far.
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Jen
complete
This feature is now live for all to use! You'll need to enable the "Allow modifications to transactions" setting from the Accounts page to upload a CSV to a synced account.
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Jen
in progress
This feature is currently supported in beta via the "Allow modifications to transactions" setting under Accounts.
Jen
planned
N
Neil Egsgard
Thirding because Plaid just completely broke for RBC and I have to rebuild all my accounts.
A
Alex
Jen Seconding this because I'd think this is important for new users (which I am one). I have used Personal Capital since 2016 so have a lot of history in there. At the same time, it seems that the benefits of Lunch Money really come to light when you have multiple years of data to look at. Users shouldn't have to create fake, historical "manual" versions of accounts that are still active just to get the transaction data into Lunch Money and this also sort of breaks a few aspects of the analysis tools. Is there a way to pull more history in through Plaid or to allow transactions to be appended to auto-managed accounts before a certain date?
EDIT: Just learned I can pull data for all of my accounts by going to each month in the transactions view and hitting refresh, so this answers my use-case for appending CSVs to automatically-managed accounts.