Improve Transactions Import Process

[danpastori]

👉 Describe the problem

@jaydrogers We need a simple way to import transactions that has good user experience. I'm totally not a UX designer, I have a bunch of sweet functionality from our old system, but it makes sense only to me.

👥 Problem evidence & reach

Anyone using the app.

🥰 Describe the "impact" on users?

Users should be able to upload transactions for any account with ease.

🏆 How to solve this problem

I'm not a user experience designer and I'm having a little bit of difficulty designing a way that works nice for transactions to be imported. The goal is to have users upload a CSV of transactions and import as efficiently as possible

Ways to Import transactions

There should be two places to import a transactions from a CSV

1. On the Transactions Import Screen
   
   On this screen you should be able to upload a CSV of transactions.

2. On the Individual Account Screen
   This would know the account since we have it scoped to the individual account screen.

Both areas should support both of the following formats:

Format 1

A standardized format for anyone importing transactions from any account. This would be standardized for Financial Freedom. I can see it including the following fields:

• Amount
• Account Name (match to account name within FF)
• Merchant
• Date
• Description (Optional)
• Category (Optional - match to category name within FF)

Format 2

This will be dependent on where the export came from. IE (Chase or US Bank). This requires an account to be selected so we know the incoming format OR a way to match fields.

During the import process we will apply the saved rules for the user so even if they import 500+ transactions, the rules should make this a breeze. We will also allow the user to make any changes before submitting like splitting a transaction, flagging for potential duplicates, categorizing a transaction.

💯 How do we validate the problem is solved?

A user should be able to quickly import a CSV of their transactions in the standard format or the format from their bank, have rules automatically applied, and ability to modify. This process should try and be as streamlined as possible.

Of course, let me know if you have any questions or need more information.