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Unable to import CSV

Open Sytten opened this issue 1 year ago • 2 comments

Hello! Thanks for the app :) I am trying to import csv from various institutions (wealthsimple, wealthica, etc), but facing multiple issues.

  1. Not all CSV have a unit price, in fact most dont
  2. Sometimes they have negative amounts to signify a sell
  3. Sometimes they have negative quantity to signify a sell
  4. Deposit is still requiring a ticker for some reason
  5. Sometimes they have negative number amount for a buy
  6. Some platforms like wealthsimple just dont export the ticker, but it is parsable from the description (TICKER - rest of description)

I like the UI and everything, but the CSV import is key and it is hard to do because the platforms all suck. Anyway keep at it! Love the contribution tracker, its a PITA to track TSFA, FHSA, RRSP manually

Sytten avatar Nov 30 '24 17:11 Sytten

The unit price is a significant issue. The reason most export contains quantity and amount, and not unit price has to do with rounding errors. You want the amount and the quantity to match your transactions exactly, with the rounding errors going toward the unit price.

ptoulouse avatar May 17 '25 22:05 ptoulouse