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Import option for portfolio files

Open funnym0nk3y opened this issue 2 years ago • 1 comments

Is your feature request related to a problem? Please describe. Currently I'm using two separate files, for each person one. Now I'd like to merge them into one file. This is currently only possible via csv export and the import again. That solution unfortunately has some issues:

  • Importing security transactions does not include cash accounts.
  • More complex pp-files lead to the export of several csv files as no bulk export is possible (at least AFAIK).

Describe the solution you'd like A wizard for merging pp-files would be very nice.

Describe alternatives you've considered If that is to much work a csv exporter that includes all the information would also be nice.

funnym0nk3y avatar Feb 16 '22 11:02 funnym0nk3y

@funnym0nk3y : Please update the title of this ticket to correspond to its content.

pfalcon avatar Oct 29 '23 10:10 pfalcon