{% extends "base.html" %} {% block title %}Import statement{% endblock %} {% block content %}

Import statement

Download last month's transactions from {{ bank_name or 'online banking' }} as a CSV, then add it here.

{% if statement_due %}

You need {{ statement_due[0]|day('%-d %B') }} to {{ statement_due[1]|day('%-d %B %Y') }}.

{% endif %}
{% if problems %}
{% for name, message in problems %}

{% if name %}{{ name }}: {% endif %}{{ message }}

{% endfor %}
{% endif %} {% if results %}
{% set added = results|sum(attribute='rows_added') %}

{% if added %}Imported {{ added }} new transaction{{ 's' if added != 1 }}{% else %}Nothing new to import{% endif %}

{% if new_rows %}

{% if uncategorised_new %} {{ uncategorised_new }} of them need{{ 's' if uncategorised_new == 1 }} a category. Categorise now {% else %} Every new transaction was categorised by your rules. {% endif %} {% for m in touched[-1:] %} See {{ m|month }} {% endfor %}

{% for t in new_rows %} {% endfor %}
DateDescriptionCategoryAmount
{{ t.date|day('%-d %b %Y') }} {{ t.description }} {% if t.category %}{{ t.category }}{% else %}No category{% endif %} {{ t.amount|money_signed }}
{% endif %}
{% endif %}

Monthly reminder

Adds a repeating event to Apple Calendar on the 1st of each month at 6pm. Open the file once and choose Add; change the time in Calendar if you like.

Add to Calendar

Previous imports

{% if history %}
{% for h in history %} {% endfor %}
ImportedFileCoversNewSkipped
{{ h.imported_at[:10]|day('%-d %b %Y') }} {{ h.filename }} {% if h.first_date %}{{ h.first_date|day('%-d %b %Y') }} to {{ h.last_date|day('%-d %b %Y') }}{% endif %} {{ h.rows_added }} {{ h.rows_duplicate }}
{% else %}

Nothing imported yet.

{% endif %}
{% endblock %}