Hi, I was testing this feature and had three comments (apologies if they are repeats - I am using the new navigation):
Views: the ability to export as: simple, by category, by transaction size would be extremely helpful
Option to ‘export as email’ on the “Export & Bank Statements” button
3.csv export: I often use this format analyse my transactions in Excel. If someone hastily saves without reading the error message, numerous features (formulas/code) will be removed from the file. What are the drawbacks of enabling export in .xlsx format? All the bigger banks use .csv on their internet portals which is sometimes frustrating
Make it easy to export to an Excel spreadsheet. NEST have a similar thing for pensions and it’s really handy and saves a fuck load of monotonous time. Though features like % spent on X category would be useful. It would also be nice to change some items into different categories for different use. For instance, eating at an airport may go down as ‘Food’ but a person may want to include that as part of a holiday budget. It’s important to remember people have personal circumstances, and at least allow them some leeway.
I’d like a way to be able to auto sync all my statements to a self hosted Nextcloud folder. I thought about using the API, however on a brief look at the API docs, the statements weren’t available there.