Import For .CSV Bank Files

Simple Home Budget was updated on March 15, 2009 and supports the import of CSV files now! Full list of features added in this release:

  • CSV files are supported
  • Check numbers are recognized on OFX, QFX, CSV files
  • Added new categories report for the last 12 months (not year-to-date)

CSV format is a generic format, and Simple Home Budget asks you to confirm which column on a CSV file represent what data for Simple Home Budget. In most cases, Simple Home Budget is able to determine by itself each column content – where is the date column or where is the amount column.

csv_import_settings

Simple Home Budget 1.7.4 also supports check numbers on imported files (OFX, QFX, and CSV).

Another feature added in this release – the last 12 months categories report:

last_12_months_categories_report

The report shows totals for the last 12 months, not the current year-to-date numbers.

Finally, several internal improvements and fixes were also included in this release.

Simple Home Budget 1.7.4 is available from the download page.

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Posted Friday, March 20th, 2009 under features, fixes, news, releases.

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