Data Import

Notification Import Tunes

Notification import tunes have the main role in the notifications import. Once financial institution changes notification structure the import tunes should be changed too. For that case you can download update or modify tunes by yourself, see chapter Advanced Import SMS and Push Notifications Setting.

_images/updateimporttunes-010-select-actions.png _images/updateimporttunes-020-select-import.png _images/updateimporttunes-030-select-import-sms-tunes.png

Select menu item Actions ‣ Import ‣ SMS and Push tunes to get updates.

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The app will show available update, also it is possible to download new ones here.

_images/updateimporttunes-070-select-actions.png _images/updateimporttunes-080-select-active_profile.png _images/updateimporttunes-085-select-notifications.png _images/updateimporttunes-090-check-use_exchange_when_wifi.png

But may be you will see nothing. Check the import tunes exchange is on at settings.

SMS and Push Notifications

The app Budget Blitz for Android imports SMS and push notifications by default. But it is possible to import certain notification by hands. To do that

  1. Open the import dialog.

  2. Select a required account. The account should have the identity and the import tune.

  3. Select required notifications.

  4. Press Import button.

  5. Check transactions list for the result.

  6. Use event log to view issues.

_images/manualsmsimport-010-select-actions.png _images/manualsmsimport-020-select-import.png _images/manualsmsimport-030-select-import-sms.png _images/manualsmsimport-040-select-account.png _images/manualsmsimport-050-move-next.png _images/manualsmsimport-060-import-sms.png _images/manualsmsimport-070-view-transactions.png _images/manualsmsimport-080-view-events.png

CSV files

During CSV file import the app can create new accounts, categories, payers or payees, projects, and persons. It depends on your choice.

The column separator can be one of “;”, “,”, “|”, “/”, “". File must be UTF-8 encoded.

The first row of the file must have column names in English, case does not matter. Since column names are placed at another row they are valid for next rows.

CSV file format

Names

Mandatory

Comment

id

No

Transaction identity, the app will search existed transaction if not empty.

account

Yes

Name, number, or identity of the account

date

No

Date of the transaction, supported formats: “dd’d’MM’d’yyyy” (for example, 01d01d2017), “yyyy’d’MM’d’dd” (for example, 2017d01d01), “yyyyMMddHHmmss”, “yyyyMMddHHmm”, “yyyyMMdd”, “yyyy-MM-dd HH:mm:ss”, “yyyy-MM-dd HH:mm”, “yyyy-MM-dd”, “dd-MM-yyyy HH:mm:ss”, “dd-MM-yyyy HH:mm”, “dd-MM-yyyy”, “dd.MM.yyyy HH:mm:ss”, “dd.MM.yyyy HH:mm”, “dd.MM.yyyy”

time

No

Time of the transaction, supported formats: “HH:mm:ss”, “HH:mm”, “HHmmss”, “HHmm”

amount

Yes

Transaction amount, can have a currency and digits delimiters, fixed point should be point or comma

rate, exchange rate

No

Transaction rate

currency

No

Transaction currency, account currency is used when empty

payer, payee, contractor

No

Name of the contractor, the app will analyze current row keywords when empty

category

No

Name of the category, the app will analyze current row keywords when empty

project

No

Name of the project, the app will analyze current row keywords when empty

person, unit

No

Name of the person, the app will analyze current row keywords when empty

notes, note

No

Note

planned, plan

No

Actual (0) or planned (1), default value is 0

detail, split

No

Transaction (0) or detail of transaction (1). default value is 0

The row is canceled when mandatory columns are empty.

If the row contains not all mandatory columns, but amount column is not empty, then app creates split transaction. This is like column detail contains value 1.

To start the import

  1. Open the import dialog.

  2. Select a file.

  3. Press Next and select required rows.

  4. Press Import button.

  5. Check transactions list for the result.

  6. Use event log to view issues.

_images/csvimport-030-select-import-csv.png _images/csvimport-040-select-file-and-options.png

OFX files

Budget Blitz for Android supports import of OFX files meet specification starting from 2.1.1.

  1. Open the import dialog.

  2. Select a file.

  3. Press Next and select required rows.

  4. Press Import button.

  5. Check transactions list for the result.

  6. Use event log to view issues.

_images/ofximport-030-select-import-ofx.png _images/ofximport-040-select-file-and-options.png