Feature request: Adding transactions by parsing bank account statements manually which are imported by user in xlsx format for various banks

For every transaction, a category must be assigned by user.

Additionally, the app can also automatically categorize a transaction, by storing and matching the entity the payment is made to previously.

This request is mainly beneficial as adding 100 transactions every month manually is painful than selecting the category for transactions using a dropdown (which is also painful, a tradeoff for not having to go for account aggregator approach).

Start by mapping the existing transaction, category, and user-import flows, then determine how XLSX layouts differ across the targeted banks. Define what a successful import does for missing categories and how previous payment entities are matched; done means imported transactions can be categorized efficiently without requiring an account aggregator.