Comments (5)
@bpaulien Tks very much... :o)
from actual.
Just to make it more readable:
IMPORT: It does not consider the Group & Category fields. I understand that the object is to import transactions from the Bank, which do not have those fields. But there are situations when one could want to import from another application (not nYNAB or YNAB4)... Or want to make a fresh start in Actual by exporting 2 or 3 years worth of info and reducing it to the new year only and re-import... For whatever of these or other reasons I'd request the inclusion on the Group & Category fields in the import feature...
EXPORT: It does not include the Group field, and only exports the Category. Group is a key component of the Group/Category combination and should be part of the export... One reason could be the one I mentioned just now of wanting to make a fresh start... Another could be moving from Actual to another application and one should be able to export and take all his info...
from actual.
Hi... After moving away from Actual since it went Open Source, as I have no technical skills to set it up on my PC alone, I have finally come back via PikaPods...
I am still using YNAB4 as the main app, but hope to switch over after testing for a while...
I see that this issue I mentioned back then is still open and am wondering if there is any chance of it been tackled???
If not I will have to re-think my Categories, since in several Groups I have same Categories (e.g. "Other")...
I import on a monthly basis to Excel and, via a Pivot Table, do all sort of analysis and budgeting... Without the Group in the exported file all those "Same Name" Categories would be lumped into one!!! And that would be a complication...
Thanks for any feeling as to this issue, as well as the SPLIT issue (#522), where I just added an example that was been requested...
from actual.
✨ Thanks for sharing your idea! ✨
This repository is now using lodash style issue management for enhancements. This means enhancement issues will now be closed instead of leaving them open. This doesn’t mean we don’t accept feature requests, though! We will consider implementing ones that receive many upvotes, and we welcome contributions for any feature requests marked as needing votes (just post a comment first so we can help you make a successful contribution).
The enhancement backlog can be found here: https://github.com/actualbudget/actual/issues?q=label%3A%22needs+votes%22+sort%3Areactions-%2B1-desc+
Don’t forget to upvote the top comment with 👍!
from actual.
Importing categories is tracked in #557, updating this to be just about exporting.
from actual.
Related Issues (20)
- [Bug]: iOS PWA, amount gets focused but no keyboard pops up when adding new transaction HOT 1
- [Bug]: Midnight theme HOT 2
- [Bug]: Dark Theme - Edit Transaction Drop Down Heading Contrast
- Estimate interest on savings HOT 1
- [Feature] Show scheduled transactions in "All accounts" view HOT 2
- [Feature] Don't have hidden categories count toward report budgets HOT 1
- [Feature] Enhance the Cash Flow report to select future months and to calculate them based on the "budgeted" amounts HOT 2
- [Bug]: Trailing whitespace in Schedule name causes budget template to not be applied HOT 1
- [Bug]: Database is out of sync with migrations HOT 3
- hide reconciled transactions from account register. HOT 1
- [Feature] Add "Is uncategorised" (or "is uncategorized") to category filter HOT 1
- [Feature] Ability to Sort and Filter Schedules HOT 1
- [Bug]: Gocardless error messages are not shown in actual budget UI
- [Bug]: OFX import has wrong amounts (adds 3 extra zeros) HOT 10
- [Bug]: Importing transactions from OFX deletes similar transactions from previous dates HOT 2
- [Bug]: HOT 5
- [Feature] MOBILE APP HOT 2
- [Bug]: Budget Goal Templates does not recalculate available funds per priority level when using monthly apply/overwrite template HOT 4
- [Bug]: Mobile account details page not loading more transactions when scrolling down
- [Bug]: Can rename category group to duplicate another group HOT 1
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from actual.