Manual accounts and CSV export

Feedback & Ideas Emma Pro
1

Hi there,

Manual accounts are a great feature, thanks for implementing them. One request: when you create a transaction in a manual account, you give it a name - but this name doesn’t appear anywhere on the transaction’s row in exported CSV. Would it be possible to add it?

Thanks!

1 Like
2

Hey @passingtramp :wave:

Welcome to the Emma Community - you can introduce yourself here if you’d like!

Can you share an example of this happening? Does it show as a blank space, or not on the CSV download at all?

Thanks!

3

Hi Rebekah, thanks for your reply.

Any transaction from a manual account has the following columns populated:

ID, Date, Amount, Currency, Account, Category, Type

But all other columns are empty. There is no “Name” column. I might expect the name you give the transaction in the app to appear in the Merchant column, for example, but it doesn’t.

4

By “name” I mean the thing you enter on this screen:

Screenshot_20200805-124148
Screenshot_20200805-1241481080×2340 242 KB

5

Gotcha!

Can see that this would make sense to have this on the download - will pass this info onto the rest of the team :crossed_fingers::crossed_fingers:

6

Thanks v much!

1 Like
7

Hey @passingtramp, great idea! We should be able to get that done no problem. :slight_smile: