Actual: How to import data with proper readable payee? (lemmy.ml)

submitted 9 months ago by Atemu@lemmy.ml to c/selfhost@lemmy.ml

0 comments fedilink hide all child comments

cross-posted from: https://lemmy.ml/post/11150038

I'm trying out Actual and have imported my bank's (Sparkasse) data for my checking account via CSV. In the CSV import, I obviously had to set the correct fields and was a bit confused because Actual only has the "Payee" field while my CSVs have IBAN, BIC and a free text name (i.e. "Employer GmbH".)

IBAN is preferable because it's a unique ID while the free text name can be empty or possibly even change(?). (Don't know how that works.)
OTOH, the free text name is preferable because I (as a human) can use it to infer the actual payee while the IBANs are just a bunch of numbers.

Is it possible to use IBAN aswell as the free text name or have a mapping between IBAN and a display name?

How do you handle that?

no comments (yet)

sorted by: hot top controversial new old

there doesn't seem to be anything here

this post was submitted on 28 Jan 2024

3 points (80.0% liked)

Self Hosted - Self-hosting your services.

11447 readers

1 users here now

A place to share alternatives to popular online services that can be self-hosted without giving up privacy or locking you into a service you don't control.

Rules

No harassment
crossposts from c/Open Source & c/docker & related may be allowed, depending on context
Video Promoting is allowed if is within the topic.
No spamming.
Stay friendly.
Follow the lemmy.ml instance rules.
Tag your post. (Read under)

Important

Beginning of January 1st 2024 this rule WILL be enforced. Posts that are not tagged will be warned and if not fixed within 24h then removed!

Lemmy doesn't have tags yet, so mark it with [Question], [Help], [Project], [Other], [Promoting] or other you may think is appropriate.

Cross-posting

!everything_git@lemmy.ml is allowed!
!docker@lemmy.ml is allowed!
!portainer@lemmy.ml is allowed!
!fediverse@lemmy.ml is allowed if topic has to do with selfhosting.
!selfhosted@lemmy.ml is allowed!

If you see a rule-breaker please DM the mods!

founded 3 years ago

MODERATORS

Zoe8338@lemmy.ml

dogmuffins@lemmy.ml

testman@lemmy.ml