Add ability to import categories from CSV

[ScottFries]

Picking up from PR #82

Summary

• Added category parsing to CSV imports to detect category and map to existing categories

Evidence

Notes

• It is currently possible to enable this functionality with rules, however, one would need to be made for each category and another field would need to be used to hold category identifiers, such as Notes
• Currently category IDs are not explicitly stated in the UI as far as I'm aware
• A checkbox could be added to the Import Options section to toggle this functionality on and off, though this is functionality only works with existing category names and all other values are ignored; this could be easily changed to create unrecognized categories, like the Payee field

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[MatissJanis]

👋 Looks very exciting! But there is a small bug: the categories import preview column is populated with categories that do not exist.

Demo import:
n26-csv-transactions.csv

Reproduction steps:

1. open the import file in actual
2. notice that "category" dropdown is correctly set to "Category" and the table also shows "Groceries"
3. click "import 1 transaction"
4. notice that the imported transaction is not categorized (this is as-expected because "Groceries" category does not exist in the demo budget)

Suggested change: if the category does not exist - do not show it in the transaction import preview table.

[ScottFries]

👋 Looks very exciting! But there is a small bug: the categories import preview column is populated with categories that do not exist.

Demo import: n26-csv-transactions.csv

Reproduction steps:

1. open the import file in actual
2. notice that "category" dropdown is correctly set to "Category" and the table also shows "Groceries"
3. click "import 1 transaction"
4. notice that the imported transaction is not categorized (this is as-expected because "Groceries" category does not exist in the demo budget)

Suggested change: if the category does not exist - do not show it in the transaction import preview table.

Sorry for the delay getting back to this; it's still on my list of things to get back to!

That's definitely doable! I didn't want to jump to that approach though since it requires pulling and passing around the relevant data of what categories exist through more of the pipeline. If that's not a concern I'll get that change made when I get some time.

[youngcw]

Would it be possible to add an option to create the missing categories? This alongside #1788 would, I think, make importing Mint csv files fully possible if the accounts get stored in the notes field or something.

[ScottFries]

Would it be possible to add an option to create the missing categories? This alongside #1788 would, I think, make importing Mint csv files fully possible if the accounts get stored in the notes field or something.

I'd briefly considered this, but figured it was out of scope for this PR since it requires changing the dynamic of defining your budgets.
Personally I also think it'd make more since to have this functionality as an isolated "Import budgets" feature so that users don't accidentally create budgets they didn't expect to have suddenly been added to their Mint, bank, credit card, etc. exports.

[heyboots]

Hey just wanted to chime in to say this specific feature is what has been holding me back from migrating over to Actual so I super appreciate the work you're doin here Scott. Lookin forward to this getting merged in so I can pull my old register in from financier.io

[Kidglove57]

Just an aside but I was intrigued to see that YNAB cannot import categories!

[ScottFries]

Hey just wanted to chime in to say this specific feature is what has been holding me back from migrating over to Actual so I super appreciate the work you're doin here Scott. Lookin forward to this getting merged in so I can pull my old register in from financier.io

Thanks for the appreciation! I know it's not ideal, but if you're eager to get moving like I was: this change is functional as is (it just has the small bug @MatissJanis pointed out), so you can build and run this version to do the import, then export the result and import it in to your regular Actual instance.

[github-actions]

This PR is stale because it has been open 30 days with no activity. Remove stale label or comment or this will be closed in 5 days.

[github-actions]

This PR was closed because it has been stalled for 5 days with no activity.