hansam
Level 1

Payments

Much Needed Update!!

I find it comical that no one has yet to even mention the fact that these steps are incomplete and do not even reflect how the online site works.

First of all, you cannot just import from any bank or .csv file. You have to import the Apple Card transactions (or any other non supported bank) into an existing connected bank account. Which is just plain irresponsible for any accounting software to require. If you do choose to import the files into say the general Cash account, all of the transactions will show incorrectly as it will think credit card transactions are deposits and vice versa since generally credit card companies do not minus a purchase and plus a payment made.

Secondly, the request has been made for years now for this integration, why has this still not happened? It was super easy and possible to do with Intuit Mint but of course you decided that having such a great budgeting software that was free was just not worth supporting any more and are now closing that system down. (BTW, Credit Karma doesn't have half the capabilities that Mint did so i'm not sure why you keep pushing to use that in its place). 

Can we please get some UPDATED procedures on how to import these transactions without all the headache? The step I'm specifically referring to is "3. Click the Import transactions hyperlink in the bottom part." <--That little message and hyperlink at the bottom no longer exists.