Right now the UX of importing a CSV of transactions is kind of clunky. I can imagine there’s a much smoother process to handle this.
@jaydrogers : This might be something you’d like to look into when you are available.
I believe there is huge value at keeping this feature since it allows for:
- No reliance on your bank being supported by Plaid.
- Keeps you involved directly in the budgeting process.
- Allows you to quickly populate your transactions and reconcile them.
Any thoughts on how this process should work + design ideas are greatly appreciated