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@zachgoll zachgoll commented Mar 5, 2025

Many banks export transactions with an "amount type" column that indicates whether the transaction is an "income" or "expense" (inflow/outflow).

This PR adds a configurable "amount type" column so users can choose between using the signage (e.g. positive/negative amounts) to control the income/expense designation OR use an "amount type" column with a configurable value that designates what is an "income" or "expense" in the import.

This should save users significant time as they won't have to prepare their imports prior to uploading to the Maybe app.

CleanShot.2025-03-04.at.19.09.46.mp4

Other changes

This PR also cleans up some of the import designs to match the latest Figma spec.

@zachgoll zachgoll merged commit c88fe2e into main Apr 18, 2025
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@zachgoll zachgoll deleted the zachgoll/import-custom-signage-configuration branch April 18, 2025 14:48
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