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CSV export: Account Name should reflect the custom Account name, not default account named by the bank

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We review feature requests regularly to discuss with our product team. Your ideas and votes are important for helping us to prioritize our product roadmap. Keep the suggestions coming!

4 votes

CSV export: Account Name should reflect the custom Account name, not default account named by the bank

Feature Requests

We review feature requests regularly to discuss with our product team. Your ideas and votes are important for helping us to prioritize our product roadmap. Keep the suggestions coming!

4 votes

CSV export: Account Name should reflect the custom Account name, not default account named by the bank

I just downloaded all my transactions into a CSV file. Column I "Account Name" seems to be the Default Account name provided by the Bank. I am requesting we add a column called Custom Account Name For example, I have 2 Capital One Savings account. Transactions from both account number Column I shows "360 Performance Savings". Based on the CSV file, I cannot tell if it is from "Account A" or "Account B". Another example, I have Savings accounts at 2 different credit unions. both of them the default name is "Savings" as imported into Piere , so it would be nice to know which bank it came from.

Started Pennywaltz shared this idea

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Started Pennywaltz shared this idea