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Importing and Connections

Two ways to get data in. Neither is required to use the service, and file import needs no third-party anything.

Files

Format Notes
CSV profile-driven: a source's column shape is a profile, not a code change
OFX / QFX the bank download format
QIF Quicken's older export

Import is a two-step: preview shows what would happen (how many rows are new, how many are already there, which accounts and categories would be created) and only then does the import run. A Quicken tree can carry hundreds of new categories, and seeing that before it lands is the difference between an import and a mess.

A bank or card statement names no account, so the import asks which account it belongs to before previewing, and the review names both the detected layout and the target: "Chase Credit Card layout into Amex". A statement aimed at the wrong account is caught there, not in the register afterwards. Multi-account exports (Quicken) route themselves by the account column.

Reviewing a Quicken import before anything is written

Every import is a batch. The batch keeps its rows, so you can look at what a given file actually did rather than reasoning backwards from the register.

Re-importing is safe by design. Rows carry a dedupe identity, so an overlapping statement does not double your spending.

Connections

Provider links ship behind their own flags, and the service works fully without them.

Provider Covers
Plaid banks and cards
SnapTrade brokerages

A connection syncs on a schedule and on demand. Connections that need attention (an expired link, a re-authentication) are reported by the service health check and surfaced in the dashboard, because a silently stale connection is worse than an obviously broken one.

Plaid is sandbox-only here

The template is wired and tested against Plaid's sandbox. Production credentials are yours to supply.

Demo Data

finance seed-demo fills a project with a plausible ledger: accounts, a spending history, bills, a budget. It is the fastest way to see every tab populated, and it clears cleanly. See CLI Commands.

Topic Description
Accounts and the Register where imported rows land
Investments custodian activity files
CLI Commands import, sync, seed-demo
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