SBI import, unlink error, manual upload, hide transactions

Feedback & Ideas
1

Hi Jupiter team,

I’m a long-time user and I need help with a few issues that are hurting the usefulness of the app for me:

  1. Email statement import (SBI credit card)

    • Issue: The app isn’t linking my SBI credit card statements from my email. The statement is in my inbox, but Jupiter doesn’t fetch and surface the transactions.

    • Expected: Detect the SBI statement from email and auto-ingest the transactions into Insights/Tracking.

  2. Credit-card bill payment shows as one lump sum

    • Issue: When I pay my credit-card bill, the tracker records it as a single “Paid credit card bill — ₹X” expense. I can’t see or categorize the underlying spends that make up that bill.

    • Request: Let me expand a bill and categorize the constituent transactions (groceries, utilities, fuel, etc.), so my spending analytics remain accurate instead of showing one large “uncategorized” payment.

  3. Can’t remove a linked account (screen shows technical error)

    • Issue: I tried to remove a previously added account. Guides say to go to Money → (Net worth/Linked accounts), then Remove. But the screen throws a technical problem and asks me to refresh. I’ve updated the app; still the same.

    • Request: Please fix the unlink flow. If there’s a temporary backend issue, kindly remove the account from your side.

  4. Manual statement upload (fallback)

    • Request: If email parsing fails, please provide an option to upload a credit-card statement (PDF) so the app can parse and categorize transactions as a fallback.

  5. Hide or exclude specific transactions

    • Request: Please add a way to hide/exclude individual transactions from overall tracking (spend, cash-flow, credit views). This is useful for reimbursements, duplicate entries, or sensitive spends that I don’t want reflected in totals.

These are basic personal-finance workflows; without them, the tracker becomes misleading (a big bill payment skews “spends”), and the account management friction is high.

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2

Hey @SpunkyMartian

Thanks a ton for sharing this detailed feedback! Really value each of these insights.

Like we discussed earlier to address some of these initial items, idea is to make these fixes and improve the experience for everyone.

  1. SBI Card Import: This issue was due to a missing sender ID on our side. We’ve added it, and it’s fixed now.

  2. Unlinking UPI Account: Shared the flow we discussed for unlinking the UPI-linked account. I’ve passed the feedback about the broken in-app flow to the payments team to update the SOP.

Regarding other points:

Hiding transactions: Currently, you are managing this using ‘self’ tag. Completely agree that it’s a bit of a hack and a proper ‘exclude from cash flow’ feature is needed.

Other requests for breaking down credit card bill payments (Point 2) and adding a manual statement upload (Point 4) are pretty valid suggestions to track breakdown of cc spends & improve cc linking flow.

We want to fix these. We will definitely incorporate them in upcoming releases.

I’ll keep you posted as these features go live. Thanks again for helping us make Jupiter better!

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