Import and export

Transaction Export needs to be in the same format as transaction import requires. Currently when you export transactions you have to change headings and column order in order to re-import. Additionally, you should be able to overwrite existing data. For example, If I want to change one piece of info on multiple transactions I should be able to export, change data, then import without having to delete old transaction.

@wieserf3 Thanks for this request. We’d like to better understand the specific need here.

Our import features are designed to bring in data from external sources like banks, Airbnb, and other reporting systems. That’s why they support CSV and QIF formats. We do not currently envision users exporting transactions out of Stessa, manipulating them in a spreadsheet, and then re-importing. If users are doing this regularly, then we’re perhaps not providing the right transactions management tools on the Transactions page.

If you need to apply the same update to many transactions, check out how to Use Bulk Transaction Edits to Save Time.

If your transaction editing needs are not being met by the existing in-platform tools, let us know what’s missing!