Feedback: Groups missing from categories importer
@turbo
Founding memberIdea makerBug hunter
Small heads-up on the categories importer: it only maps the category name and note. There's no column for the category group, so groups have to be assigned by hand after the import.
Not a big deal. I already imported mine and grouped them manually, and it took a few minutes. But since groups now help organize categories across the whole app, a Group column in the importer would make migrating from YNAB or Actual easier.
Thanks for the 2.0, by the way. The new import tools are a really a big step up.
1 reply
@holdmybeta
StaffA small fix for a small heads-up: we are adding a Group column to the categories importer now. New categories will go into the group your file names, and a group that does not exist yet will be created. I will post here when it is live.
If you bring transactions across too, the Wallet transaction import already does this for YNAB files, and for any category written as "Group: Category".
And thank you for the kind words about 2.0.
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