Importing CSV with dates in locked period

[pickthalld]

When importing a bank statement, you cannot import ANY transactions if the file contains transactions within a locked period.

Since some institutions don’t allow you to filter the exports by date, you have to manually edit the bank file before being able to proceed.

Wouldn’t it be better if you ignored those transactions in a locked period, maybe commenting that they are there, and allowed the others in for processing?

thanks

Daryl

[QFMathew]

Hi @pickthalld

This could be seen as two ways I believe.

If the user imports a file as we just ignore the ones for a locked period, that still leaves the user to edit the file if it was by mistake (e.g. meant to unlock the period before importing).

I appreciate where you’re coming from, but I’m not sure how effective this would be? We can certainly consider changes here however with wider community support.