Commit Graph

57 Commits

Author SHA1 Message Date
Bryce Covert
9ff0230cc3 starting to support looking up by yodlee vendor. 2019-05-16 16:01:24 -07:00
Bryce Covert
ac5ffd26fe you can now import from yodlee, automatically trigger rules, and have it show up on the ledger. 2019-05-15 22:37:53 -07:00
Bryce Covert
31aee76e61 adding automatic rule feature. 2019-05-15 19:18:51 -07:00
Bryce Covert
5f810ac2c4 prioritizes rules. 2019-05-15 18:57:42 -07:00
Bryce Covert
79500ba157 kind of applies rules. 2019-05-15 07:15:03 -07:00
Bryce Covert
70714a2de1 kind of applies rules. 2019-05-15 07:12:56 -07:00
Bryce Covert
f7d9fed0c5 Supports testing yodlee import 2019-05-14 21:18:52 -07:00
Bryce Covert
d63bb566dc good s orting across the board. 2019-05-04 20:05:35 -07:00
Bryce Covert
deef4eb4a4 adding some safety checks to not continue matching indefinitely. 2019-04-24 06:54:29 -07:00
Bryce Covert
d36cbfbf97 you can exclude from the ledger. 2019-04-23 23:20:45 -07:00
Bryce Covert
89b31e521e can now match debits. 2019-04-23 22:36:13 -07:00
Bryce Covert
3ecfde69d0 Added bank accounts being credit card accounts 2019-04-17 19:30:01 -07:00
Bryce Covert
d2473ca915 yodlee vendors 2019-04-16 06:37:32 -07:00
Bryce Covert
6b1252390b adding yodlee vetndors. 2019-04-16 06:30:24 -07:00
Bryce Covert
b05b2244a0 locations. 2019-04-14 22:08:36 -07:00
Bryce Covert
9549afb3ef lots of changes to make ledger actually visible. 2019-04-11 19:41:41 -07:00
Bryce Covert
a7aa5f3452 protoype. 2019-04-06 14:13:33 -07:00
Bryce Covert
91d9ea346d dropdown fixed. 2019-02-19 22:03:26 -08:00
Bryce Covert
41bf4dbabb Fixes. 2019-02-07 18:05:42 -08:00
Bryce Covert
775150131e renamed company to client. 2019-01-18 07:44:12 -08:00
Bryce Covert
583752d740 reimplemented security 2019-01-16 21:30:39 -08:00
Bryce Covert
c3179778c9 final reference to old database. 2018-11-11 10:55:43 -08:00
Bryce Covert
8ea4ea0c73 vendors can be updated through datomic. 2018-11-09 13:30:27 -08:00
Bryce Covert
de8563a60b Making manual import work in datomic 2018-11-09 10:47:47 -08:00
Bryce Covert
04d9ff167a You can import transactions for more than one bank account at the same time. 2018-11-08 18:46:25 -08:00
Bryce Covert
2a9366e8f5 Merge branch 'master' of bitbucket.org:brycecovertoperations/integreat 2018-10-11 20:26:27 -07:00
Bryce Covert
3e8c359458 updates. 2018-10-11 20:24:32 -07:00
BC
43555a4e25 Fixed issue with duplicate import problem. Which account that was used for import is important. 2018-09-20 18:40:02 -07:00
Bryce Covert
ff4be6d20e minor fixes. 2018-09-20 18:12:40 -07:00
Bryce Covert
0fe9dd544a you can now type expense account 2018-09-18 19:53:54 -07:00
Bryce Covert
4fd5e8a156 at least fixing one of the duplication issues. 2018-08-23 20:15:29 -07:00
BC
208c294bec only inserting transactions if company found 2018-08-02 22:01:02 -07:00
BC
0878ccbf20 added ability to see existing accounts. 2018-08-02 21:56:36 -07:00
BC
dfbffdc01e added ability to link yodlee directly in. 2018-08-02 21:34:00 -07:00
Bryce Covert
a9d8bf21f9 Merge branch 'master' of bitbucket.org:brycecovertoperations/integreat 2018-08-02 07:32:48 -07:00
Bryce Covert
fce2ac5b3a logo and amount 2018-08-01 16:49:19 -07:00
BC
56fa0655d5 improving the appear problem. 2018-07-31 19:03:18 -07:00
BC
f893bfde0f ignores checkcard 2018-07-31 18:19:18 -07:00
Bryce Covert
577b8a1092 printing more info. 2018-07-30 18:12:13 -07:00
Bryce Covert
b5e4d86f50 adding more debuggingv. 2018-07-30 18:03:40 -07:00
Bryce Covert
49373bb9aa more debugging info. 2018-07-30 17:58:24 -07:00
Bryce Covert
ecc5dc7d77 supporting iguana's 2018-07-21 05:00:29 -07:00
Bryce Covert
fc0f727fb8 hopefully adds routing numbers 2018-07-14 12:31:29 -07:00
BC
77eade2f15 transactions find bank accounts when manual import. 2018-07-12 23:54:23 -07:00
BC
29bbe10826 removed way of finding old checks. 2018-07-12 22:58:25 -07:00
BC
fb61e1c4ba supports yodlee manual import. 2018-07-12 22:57:46 -07:00
BC
085cd17100 added ability to manually insert transactions 2018-07-12 22:05:14 -07:00
BC
cd82f62c15 Matches checks based on amount 2018-07-05 21:14:54 -07:00
Bryce
05c9fa8fd8 Checks now have a status that gets updated 2018-06-30 10:24:41 -07:00
Bryce
e7515e5a00 removed testing code. 2018-06-30 10:15:58 -07:00