Improving importing to identify payee easier

  • 1
  • Idea
  • Updated 8 months ago
  • Not Planned
When importing my bank ends up exporting OFX file in this format(other details excluded for purpose of the problem):

<STMTTRN>
<TRNTYPE>DEBIT
<DTPOSTED>20171208
<TRNAMT>-20.92
<FITID>201712083
<NAME>Ami Insurance
<MEMO>Direct Debit Ami Insuranc 
</STMTTRN>
<STMTTRN>
<TRNTYPE>DEBIT
<DTPOSTED>20171208
<TRNAMT>-22.90
<FITID>201712082
<NAME>5555 **** **** 1234 Df
<MEMO>Visa Purchase  Unichem Peni 
</STMTTRN>

The problem is for transactions where the Name is the card number, it does not show me information about the payee, so I need to manually match by the amount on the bank site to find the payee.

It would really help if there was some way of seeing the memo field on the import screen.

Thanks,
Adriaan
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Adriaan Putter

  • 7 Posts
  • 1 Reply Like

Posted 2 years ago

  • 1
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Sandra L. Milo

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I've got the same problem.  Name is generic 'Withdrawal' and Memo contain actual Vendor name.  When importing transactions, I use a PC with two monitors so I can have GoodBudget on one and my bank website on the other.  It's a hassle.
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Karisa Russell, Official Rep

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Hi Adriaan, 

Sorry for the troubles! That does sound like a pain. Can you clarify what you mean when you say that you won't see Payee info if the Name is not on the card? In any case, it sounds like pulling the data from the <Memo> field would make it easier for you to match transactions on the import screen when the <Name> field isn't working correctly. 

I've added your info to our tracker! Thanks again
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Adriaan Putter

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When importing this is what I see, I can't see any Payee info. Some entries the Name works correctly but most of the times the MEMO for certain purchases show the payee information.

Hope this clarifies the problem.
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Adriaan Putter

  • 7 Posts
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Any progress on this, been a year, and I still find it really annoying not to be able to see the extra information when importing transactions
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Alex Park, Official Rep

  • 251 Posts
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Hi Adriaan,

Thanks for checking back, and sorry for the continued annoyance. We're not working on this right now, but I can tell you it's on our features tracker for future consideration.

If you're ever curious what we're working on right now, you can always check out our Roadmap, which has a list of everything we're currently building or dreaming of building.

(Edited)