Can you please provide more details? What’s the flow, what broker are you using, which locale, any chance for sample CSV file so I can reproduce it? Without all this I’m unable to help unfortunately
Rodrigo Medina Perez
•
Sep 16
Update: confirmed, the UTF-8 BOM was causing the failure in "AI Import" — removing it (and stripping the exchange prefix from the ticker) lets the file get processed.
However, in "CSV Import" (manual mapping), the transaction type dropdown only offers two options: Buy and Sell. There's no Dividend option.
In my case this blocks 121 of 167 rows (72% of the file), which are cash dividends (Cash Dividends). Without a third option in that selector, I have no way to map/import those transactions — I can only bring in buys and sells.
Is adding "Dividend" (and maybe "Deposit/Contribution", which is also in my CSV) as mappable transaction types on the roadmap?
dmytro_sv
Team•
Sep 16
Wasn’t really before on the roadmap, but indeed it’s a gap, so will add it to the TODOs
Rodrigo Medina Perez
•
Sep 17
Thanks for the support!
dmytro_sv
Team•
Sep 18
Will be fixed with the next release. For now you can actually use MCP to import everything that you need – AI can handle parsing and direct API call much better in this case
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Comments6
Sep 18
PinnedWill be fixed with the v0.28.3 release
dmytro_sv
Sep 15
Can you please provide more details? What’s the flow, what broker are you using, which locale, any chance for sample CSV file so I can reproduce it? Without all this I’m unable to help unfortunately
Rodrigo Medina Perez
Sep 16
Update: confirmed, the UTF-8 BOM was causing the failure in "AI Import" — removing it (and stripping the exchange prefix from the ticker) lets the file get processed.
However, in "CSV Import" (manual mapping), the transaction type dropdown only offers two options: Buy and Sell. There's no Dividend option.
In my case this blocks 121 of 167 rows (72% of the file), which are cash dividends (
Cash Dividends). Without a third option in that selector, I have no way to map/import those transactions — I can only bring in buys and sells.Is adding "Dividend" (and maybe "Deposit/Contribution", which is also in my CSV) as mappable transaction types on the roadmap?
dmytro_sv
Sep 16
Wasn’t really before on the roadmap, but indeed it’s a gap, so will add it to the TODOs
Rodrigo Medina Perez
Sep 17
Thanks for the support!
dmytro_sv
Sep 18
Will be fixed with the next release. For now you can actually use MCP to import everything that you need – AI can handle parsing and direct API call much better in this case