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Comment by myguestacc

1 day ago

Cool stuff, happy to see that you focus on local storage. How do you handle uploaded financial statements? Are they sent to 3p?

Import is done locally. No 3rd party is involved. We have build custom importer. e.g you can import a csv and map it's columns to what we need internally. We also allow some logic in importer. E.g. to figure if a row is credit or debit. etc. It should be feasible to import most csv statements. PDFs and Excels should also work, except for some complicated cases where a transaction is spread across multiple rows.

There are a few custom importers also, for indian context.