From a571e86148f039a4b3f4e966b0c67cd9b90c973f Mon Sep 17 00:00:00 2001 From: Guillaume Plamondon Date: Sat, 11 Oct 2025 22:37:30 -0400 Subject: [PATCH] First release of Wealthsimple importer configuration files. --- Wealthsimple/Simplefin-Configuration.json | 91 +++++++++++++++++++ ...hSimple-ManualCsvImport-Configuration.json | 76 ++++++++++++++++ 2 files changed, 167 insertions(+) create mode 100644 Wealthsimple/Simplefin-Configuration.json create mode 100644 Wealthsimple/WealthSimple-ManualCsvImport-Configuration.json diff --git a/Wealthsimple/Simplefin-Configuration.json b/Wealthsimple/Simplefin-Configuration.json new file mode 100644 index 0000000..96b5a1d --- /dev/null +++ b/Wealthsimple/Simplefin-Configuration.json @@ -0,0 +1,91 @@ +{ + "version": 3, + "source": "ff3-importer-1.8.2", + "created_at": "2025-10-11T21:05:10-04:00", + "date": "", + "default_account": 118, + "delimiter": "comma", + "headers": false, + "rules": true, + "skip_form": false, + "add_import_tag": true, + "roles": [], + "do_mapping": [], + "mapping": {}, + "duplicate_detection_method": "classic", + "ignore_duplicate_lines": false, + "unique_column_index": 0, + "unique_column_type": "external-id", + "flow": "simplefin", + "content_type": "csv", + "custom_tag": "Imported from SimpleFin", + "identifier": "0", + "connection": "0", + "ignore_spectre_categories": false, + "grouped_transaction_handling": "", + "use_entire_opposing_address": false, + "map_all_data": false, + "pending_transactions": true, + "access_token": "https:\/\/3ED85EDF2816948C1BF990BAA4543AA47E8AB773F9184F7D521F5EA9B8347E6E:8FB0AD0A4E5ACBCA910E583EA12048DEB78BDFDD75E4ACD14B5B87C60B3C87C3@beta-bridge.simplefin.org\/simplefin", + "accounts": { + "ACT-863bdd36-a8f1-4c8a-8d7a-17de19a38c06": 120, + "ACT-dcdba929-41b5-4fb9-ae17-230d9cb267fd": 118, + "ACT-49c066be-9d75-4ab3-8760-b9ba4993b1e7": 124, + "ACT-4e6e31d1-6348-44e0-b59e-8402525b7f71": 122 + }, + "new_account": { + "ACT-863bdd36-a8f1-4c8a-8d7a-17de19a38c06": { + "create": "0", + "name": "Savings", + "type": "asset", + "account_role": "savingAsset", + "liability_type": "debt", + "liability_direction": "debit", + "opening_balance": "9.13", + "currency": "CAD" + }, + "ACT-dcdba929-41b5-4fb9-ae17-230d9cb267fd": { + "create": "0", + "name": "\u2764\ufe0f Famille", + "type": "asset", + "account_role": "cashWalletAsset", + "liability_type": "debt", + "liability_direction": "debit", + "opening_balance": "971.19", + "currency": "CAD" + }, + "ACT-49c066be-9d75-4ab3-8760-b9ba4993b1e7": { + "create": "0", + "name": "Desjardins Odyss\u00e9e World Elite MasterCard", + "type": "asset", + "account_role": "ccAsset", + "liability_type": "debt", + "liability_direction": "credit", + "opening_balance": "-96.04", + "currency": "CAD" + }, + "ACT-4e6e31d1-6348-44e0-b59e-8402525b7f71": { + "create": "0", + "name": "Compte d'op\u00e9rations courantes", + "type": "asset", + "account_role": "cashWalletAsset", + "liability_type": "debt", + "liability_direction": "debit", + "opening_balance": "312.95", + "currency": "CAD" + } + }, + "date_range": "all", + "date_range_number": 30, + "date_range_unit": "d", + "date_range_not_after_unit": "", + "date_range_not_after_number": 0, + "date_not_before": "", + "date_not_after": "", + "nordigen_country": "", + "nordigen_bank": "", + "nordigen_requisitions": {}, + "nordigen_max_days": "90", + "conversion": false, + "ignore_duplicate_transactions": true +} \ No newline at end of file diff --git a/Wealthsimple/WealthSimple-ManualCsvImport-Configuration.json b/Wealthsimple/WealthSimple-ManualCsvImport-Configuration.json new file mode 100644 index 0000000..1c51ff9 --- /dev/null +++ b/Wealthsimple/WealthSimple-ManualCsvImport-Configuration.json @@ -0,0 +1,76 @@ +{ + "version": 3, + "source": "ff3-importer-1.8.2", + "created_at": "2025-10-11T20:35:52-04:00", + "date": "Y-m-d", + "default_account": 118, + "delimiter": "comma", + "headers": true, + "rules": true, + "skip_form": false, + "add_import_tag": true, + "roles": [ + "date_transaction", + "_ignore", + "description", + "amount", + "_ignore", + "_ignore" + ], + "do_mapping": [ + false, + false, + false, + false, + false, + false + ], + "mapping": { + "2": { + "Amzn Mktp Ca": 143, + "Bell Canada (ob)": 144, + "Cash back - Prepaid card": 113, + "Club De Golf Vaudreuil": 207, + "Eurest-43415": 146, + "Interest earned": 114, + "Jean Coutu 0551": 180, + "Maxi Vaudreuil": 127, + "Metro Plus Vaudreuil 2": 147, + "Pre-authorized Debit to HYDRO-QUEBEC": 152, + "Pre-authorized Debit to Plan A 9255-332": 128, + "Souvlaki Bar Vaudreuil": 278, + "Tim Hortons": 149, + "Wal-Mart": 8 + } + }, + "duplicate_detection_method": "classic", + "ignore_duplicate_lines": true, + "unique_column_index": 0, + "unique_column_type": "internal_reference", + "flow": "file", + "content_type": "csv", + "custom_tag": "Imported from CSV", + "identifier": "0", + "connection": "0", + "ignore_spectre_categories": false, + "grouped_transaction_handling": "", + "use_entire_opposing_address": false, + "map_all_data": true, + "pending_transactions": false, + "access_token": "", + "accounts": {}, + "new_account": [], + "date_range": "", + "date_range_number": 30, + "date_range_unit": "d", + "date_range_not_after_unit": "", + "date_range_not_after_number": 0, + "date_not_before": "", + "date_not_after": "", + "nordigen_country": "", + "nordigen_bank": "", + "nordigen_requisitions": {}, + "nordigen_max_days": "90", + "conversion": false, + "ignore_duplicate_transactions": true +} \ No newline at end of file