Auto-export to Google Sheets

Feedback & Ideas
22

Yes, the team followed up and fixed it. :slight_smile:

I think you have the same information as the manual export; we can improve this and add more fields.

23

Correct, it’s the transactions list - which is massively useful don’t get me wrong; but what you did covers not just offline archiving but actually opens up some very interesting options for automated monitoring - which would be a lot easier to implement if we had the accounts data as well (your banking connections endpoint, basically). Would be brilliant to have that info in a separate sheet (the transaction list is as rich as it can get already).

1 Like
24

You mean just the current snapshot of the balance or a daily update? Like the daily balance notification?

25

Thanks for getting this done. Looking forward to using this for detailed analysis.

One complaint, why is the date field mm/dd/yyyy? Only USA uses this format, the rest of the world is dd/mm/yyyy.

Please could we use dd/mm/yyyy?

Thanks

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26

Sorry missed to come back - I meant a snapshot, a separate sheet that simply has the current running (cleared) balance of each account as shown in the everyday/savings/investment tabs. That data can then be easily used within Sheets for further calculations, triggers etc.

27

Hey! I’ve been looking into my Emma transactions google sheet and have spotted an issue (at least for me).
Transactions are exported in the original currency rather than the GBP equivalent. I have EUR accounts with Revolut and Starling and these appear in EUR in the export sheet, which makes it meaningless to do analysis as it is adding up apples and oranges.
As Emma already converts everything into GBP in the app, would it be possible to have the GBP amount as a column?
Thanks :slight_smile:

1 Like
28

Hey @massimiliano,

thanks for flagging this!

I think we didn’t take into account this use case; I’m not sure we are storing those conversions in the database at this point - but I can check with the team and let you know.

1 Like
29

Thank you! I bet they must be somewhere as they are used for Analytics and categories breakdown. :crossed_fingers:

1 Like
30

Yes, I’ve forwarded this to an engineer - so we can take a look!

31

Hi @edoardomoreni ! Did you get any feedback from the engineer?

32

Yes, we have opened a ticket but for now it’s in backlog. :slight_smile:

33

Please add a column to the export “original date”

34

I second the request from lucianf for a separate sheet that would display current account balances.

35

Hi Edoardo, do we have an update on this please?

36

Hi @massimiliano, it’s in backlog - I don’t have an eta yet!