Import Profiles Transfer Type

[jannisheinzmann]

Hello all,

Hope we are all well, I am a big fan of this WYGIWYH and think that the way it thinks about money is similar to how I do. I am keen to get all of my transactions into WYGIWYH and just having a bit of a road block with the Import from my CSV. Please see below my CSV and YAML.

CSV:

transaction_date,Amount,Note
13-12-2025,-$300.00,Pay someone
13-12-2025,-$15.65,Gym member ship
12-12-2025,-$12.00,Movie
10-12-2025,$300.00,Return

YAML:

settings:
file_type: csv
delimiter: ","
encoding: utf-8
skip_lines: 0
importing: transactions
trigger_transaction_rules: true
skip_errors: false

mapping:
account:
target: account
type: name
default: "Every Day"

date:
target: date
source: transaction_date
format: "%d-%m-%Y"

reference_date:
target: reference_date
source: transaction_date
format: "%d-%m-%Y"

amount:
target: amount
source: Amount
required: true
transformations:
- type: replace
pattern: "$"
replacement: ""

description:
target: description
source: Note

type:
target: type
detection_method: sign

deduplication:

• type: compare
  fields:
  • description
    match_type: lax

The issue is that all are treated as an expense even tho one is not (the return). Would any one have a solution to this.

I have read the wiki and find the below part a bit confusing. Would be happy to provide some feed back on wording if it would be helpful.

detection_method
For target type you can set detection_method to sign for detecting transaction type from an amount sign (negative is Expense and positive is Income); always_income or always_expense.

thank you all :)

[eitchtee]

Hey there, glad you're liking the application!

You're on the right track. The sign detection means negative values (starting with a "-" will be an expense, and values without a minus sign will be an income), e.g. -100 is an Expense, and 100 is an Income, you just need to define where to get this value from:

amount:
  target: amount
  source: Amount
  transformations:
    - type: replace
      pattern: "$"
      replacement: ""

type:
  target: type
  source: Amount
  detection_method: sign
  transformations:
    - type: replace
      pattern: "$"
      replacement: ""

I think you don't need the transformations for the type definition, but I'm doing this out of memory, so you can test it out. But this should suffice to get it working, let me know if you face any other issue.

If you have a better wording suggestion for this on the Wiki, would love to hear. English isn't my first languages and explaining complex things can get messy some times.