Import Guidelines

Import Guidelines

Flow

File Drop → Parse (CSV/​OFX) → Column Mapping → Formatting → Preview → Import

Money Handling

All amounts stored as integers in minor units:

import { toMinorUnitsForCurrency } from "@/​lib/​domain/​currency";

toMinorUnitsForCurrency(12.34, "USD"); // 1234 (cents)
toMinorUnitsForCurrency(1234, "JPY");  // 1234 (0 decimals)
toMinorUnitsForCurrency(1.234, "KWD"); // 1234 (3 decimals)

Currency resolution order: OFX CURDEF → Account → User default → Vault default → USD

CSV Parser

Auto-detects: separator, headers, date/​number formats.

Duplicate Detection

Uses Levenshtein distance: date window ±3 days, amount tolerance 1 cent, description 80% similarity.

Critical Rules

• Never trust user input - validate all parsed data
• Handle encoding: UTF-8, Latin-1, Windows-1252
• Preserve originalRow for debugging
• Handle negative formats like (123.45)
• Return structured errors, don't throw

Testing

Test with real bank exports covering different date formats (US/​EU/​ISO), number formats, edge cases, large files.