Extract and Import Debtor/Creditor Name from Transaction Details
complete
Michael Engel
As a user importing financial transactions (via CSV/CAMT or bank sync),
I want WhisperMoney to automatically extract the name of the debtor or creditor from the transaction payload and assign it to a dedicated field,
So that I can easily filter, categorize, and track who money was sent to or received from without manual entry.
Víctor Falcón
updated the status to
complete
Already pushed to production. Thanks!
Víctor Falcón
updated the status to
in progress
Víctor Falcón
We already have that info for connected accounts.
I will expose it in two new optional columns on the transaction table, and also with two new filters.
Michael Engel
Víctor Falcón Perfect! I was wondering if it was in the database, but hadn't checked yet. Thank you! I really love the tool so far.
Michael Engel
Víctor Falcón I love using the tool to go through transactions and categorise them. However, with this feature implemented, the debtor/creditor is not visible. Should I create a new request?
Photo Viewer
View photos in a modal
Víctor Falcón
Michael Engel mmm, make sense to add It there too. I will do it l, don't worry
Michael Engel
Víctor Falcón You're awesome! I absolutely love the tool. It's exactly what I've been looking for for a long time. I was even close to starting to build something myself. I'm looking forward to seeing this tool grow, and I'll try to contribute in the future as well.
But take a weekend off, man! There's no need to fix this right away!
Víctor Falcón
Michael Engel:
Photo Viewer
View photos in a modal