diff --git a/README.md b/README.md index 9b84d3e..087cf53 100644 --- a/README.md +++ b/README.md @@ -33,13 +33,14 @@ from reviewed import through reports, export, and verified backup restoration. ## Import local files -Create the destination accounts, then copy up to 10 bank CSV or Ourocard TXT -files into the ignored `imports/` folder. Open **Imports**, choose **Scan files**, -map each section to an active BRL account, and choose **Prepare imports**. Check -the per-file status and counts, then choose **Import ready files**. Exact -reimports are skipped; files needing attention remain separate and do not stop -ready files. Resolve their listed codes and scan again. No transactions are -written until you import the ready files. +Create the destination accounts, then copy bank CSV or Ourocard TXT files into +the ignored `imports/` folder. Open **Imports**, choose **Scan files**, map each +section to an active BRL account, and choose **Prepare imports**. Check the +per-file status and counts, then choose **Import ready files**. During an import, +files move through `imports/staging/`; after a successful commit they appear in +`imports/processed/`. Exceptions return to incoming `imports/`, where they are +safe to correct and scan again. No transactions are written until you import the +ready files. The [local workflow guide](docs/local-workflows.md#import-local-files) explains the guided path and the advanced `import_review` command for manual review. diff --git a/core/templates/core/imports/index.html b/core/templates/core/imports/index.html index 1e1e087..2bccfb7 100644 --- a/core/templates/core/imports/index.html +++ b/core/templates/core/imports/index.html @@ -2,7 +2,7 @@ {% block title %}Imports ยท Gizmoduck{% endblock %} {% block content %}
Copy up to 10 bank CSV or Ourocard TXT files into the local imports/ folder, then scan and map each section to an active BRL account.
Copy bank CSV or Ourocard TXT files into the local imports/ folder, then scan and map each section to an active BRL account.
Create an account before mapping if needed.
{% if error %}{{ error }}
{% endif %}