Streamline account activity importing.

  • 1
  • Idea
  • Updated 7 years ago
When importing bank activity, please
1) remember the number format that my bank uses. It will never change.
2) automatically select the account if the import only contains info for one account.
2) remember the EEBA account that the import was linked to in the past.
Photo of Chad

Chad

  • 10 Posts
  • 0 Reply Likes
  • bugged.

Posted 7 years ago

  • 1
Photo of Becky Huang

Becky Huang, Official Rep

  • 1562 Posts
  • 78 Reply Likes
Hi Chad,

I've added your suggestions 1 and 2 for streamlining EEBA's import page into our requested features tracker. After you select an account in EEBA, it should remember the EEBA account that the import was linked to in the past.
Photo of Chad

Chad

  • 10 Posts
  • 0 Reply Likes
Thanks. Will I have to click "Begin Import"? Seems unnecessary and redundant.
Photo of Becky Huang

Becky Huang, Official Rep

  • 1562 Posts
  • 78 Reply Likes
Hi Chad,

I've updated the feature request with your additional suggestion.