Hi there,
I am building custom import template for P2P.
The transaction file extract I get from the P2P has interest payments and repayments (sell) on the same line but in two different columns.
I am struggling to add the custom logic to reflect this, it shows me either one of the other but never both of them.
Thanks.
If I understand correctly, you need two transactions for each line.
If yes, you can easily add as many “Add transaction” blocks as you need in the advanced mode. You can start in the simple mode to setup the first one, then switch to advanced and add the second transaction block.
That is was I tried to do, but unsuccessfully. I have column Interest (Interest Payment Transaction) and Returned Loaned Amount (Sell Transaction) in the template file.
But with this set of formulas it only gives me only Sell or Interest Payment, never both.
What am I missing here?
You currently just change the type of transaction being added twice.
What you need, is to add a separate “Add Transaction” statement that will create another transaction.
You can actually nest it within this If, so this way the second transaction will have everything already setup (it will reuse whatever the original transaction had)
Within that statement you set the type, interest and whatever you need.
