Newly imported transactions will not have the Account column populated. This column is surfaced on the Transaction page for ease of reference. After adding new transactions to the table, use this button to bulk copy-and-paste the Account name into the Account column.
Delete duplicate rows
!! Warning !! This button deletes all rows in the All Transaction Table. If you want to preserve a row that has the delete button enabled, then you’ll need to add a quick note to differentiate it so it’s not flagged as a duplicate.
Reconciling with Splitwise is tough because:
You can only export data as CSV by going from person to person; so to stay up-to-date, I’ll have to export the CSV for everyone I’ve shared a transaction with
Export from the person view doesn’t include transactions in groups, so that’ll have to be a separate export
If I’m reconciling only when I receive a payment or I make a payment, then it’ll be easier to do and takes less time to just manually input each transaction than try to export several CSV files then upload to Coda
Transactions - Splitwise View
Count of Duplicates
Category
Date
Amount, as per bank
Description
Details
Account
Count of Duplicates
Category
Date
Amount, as per bank
Description
Details
Account
1
Eating Out
Nov 22, 2023
$7
INTERAC to Finn
Splitwise
Groceries
Nov 19, 2023
$34
INTERAC to Marceline
Splitwise
Households
Nov 17, 2023
$7
Interac to Ross
Splitwise
Eating Out
Jul 17, 2023
$26
GONG CHA
Splitwise
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