Skip to content
New issue

Have a question about this project? Sign up for a free GitHub account to open an issue and contact its maintainers and the community.

By clicking “Sign up for GitHub”, you agree to our terms of service and privacy statement. We’ll occasionally send you account related emails.

Already on GitHub? Sign in to your account

[Bug]: Categories of the transactions are not getting imported in CSV Import tool #3428

Closed
2 tasks done
AshwinPras opened this issue Sep 13, 2024 · 3 comments
Closed
2 tasks done
Labels
bug Something isn't working

Comments

@AshwinPras
Copy link

Verified issue does not already exist?

  • I have searched and found no existing issue
  • I will be providing steps how to reproduce the bug (in most cases this will also mean uploading a demo budget file)

What happened?

I am attempting to import my old transactions using a CSV file from my old budgeting app. But in the import screen, while all the other information is getting mapped correctly, there are missing categories. In fact, only 2 out of around a dozen categories are being recognised. Find screenshots below:

As you can see here, besides Bills and Food, all the other categories are missing.
Screenshot 2024-09-13 at 11 16 19 PM

The original source has other categories also:
Screenshot 2024-09-13 at 11 17 29 PM

App version: 24.9.0

A sample of the CSV file:
Bank Account.csv.zip

Kindly check. Appreciate any and all inputs.

Where are you hosting Actual?

None

What browsers are you seeing the problem on?

Desktop App (Electron)

Operating System

Mac OSX

@AshwinPras AshwinPras added the bug Something isn't working label Sep 13, 2024
@youngcw
Copy link
Member

youngcw commented Sep 13, 2024

It will only import categories that exist on your budget. If you want the others to import with a category you need to add those to your budget.

@AshwinPras
Copy link
Author

AshwinPras commented Sep 14, 2024 via email

@webberian
Copy link

This information should be on the help pages, e.g. https://actualbudget.org/docs/transactions/importing

Sign up for free to join this conversation on GitHub. Already have an account? Sign in to comment
Labels
bug Something isn't working
Projects
None yet
Development

No branches or pull requests

3 participants