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Don't auto-import transactions when opening the import page

Currently, when you first enter the import transactions page (bank import), it automatically populates the from date according to the last dates it retrieved (irrespective of whether you completely imported the earlier transactions or not) and then automatically goes off to the bank to get the transactions from that date

Can you add an option to NOT do this? Automatically populating the dates is one thing, but sometimes you have to leave the import screen to check other data before resuming.  A good example of this is when switching between the import screen and the import rules screen to create rules for common recipient, plus, each time you leave the bank page and come back, it jumps forward in time and imports another date period after the period you didn't want.

Combine this with the fact that importing from Lloyds banks sometimes seems especially slow, it sometimes up to 2 minutes delay before you can change the dates and get the date range you actually want.

All in all a very frustrating experience, and a simple fix would be to add an option NOT to automatically import the transactions when opening the page.   It would also be very helpful if it could remember the date ranges that were previously there (and the state of the transactions) for when you're alternating between the transactions and rules tabs on the page.

  • Colin Smith
  • Jan 2 2018
  • Acknowledged
  • Attach files
  • Guest commented
    24 Jun, 2022 10:36am

    Further to this, with the frequent issues with bank feeds and having to disconnect and reconnect, you then have to either re-set the range each time, or go through and ignore swathes of entries already imported to avoid duplication. Simply by setting the start date when opening the import page before the system polls teh bank would be simple and easy solution.

  • Guest commented
    3 Jun, 2022 08:09am

    Totally agree.

    I can take quite a few seconds, if not minutes to load a page you know is not going to cover the range you want.

    The two options should be

    1. Take you to the date range boxes before you start to import

    2. Give a check box "import from last unmatched transaction"

    This date jumping is a particular bugbear across the board

    For example, VAT, if you drill into the detailed December 2021 VAT return, when you come back out it skips you forward to the 2022 page, not 2021 where you started from