Automatically assign transactions to categories

Christophe Rillaerts

Hi, is it possible to automatically assign transactions to categories while importing transaction from CSV-files ?
If so, how do I do it ?
If not, do you have any plans to implement such a feature ?

Many thanks in advance,

Christophe

Wagner Marques

Hi!
You can also edit .csv file from Excel using filter to assing transactions before import to PF.

Luis Fernando Magalhães Coutinho (Luís Coutinho)

Hi, folks.
I think I have a good option:
- first I created categories as many as necessary
- then I assign small transactions to each of those categories
- after that I export all transactions categorized into a ,csv file and save file to use later
- before import my data, I assign at the spreadsheet the categories
- importing the file, I select the column of the category and set it as category.

It works very well.

Alexandr

You should specify category column to assign category to imported transaction. [url=http://www.alzex.com/help/csv-or-txt-import.html]csv or txt import[/url]

Alexandr

I'am not sure. You really can do this much faster using batch editing than write rules using some kind of script language.

Christophe Rillaerts

Do you plan to implement such a feature in the future ?

Alexandr

There no such feature, sorry. You can assign categories to transactions after import using powerful [url=http://www.alzex.com/help/filters-settings.html]system of filters[/url] and [url=http://www.alzex.com/help/batch-editing.html]batch editing[/url].

Christophe Rillaerts

hi Alexandr,

I tried this but my transactions are not categorized in such a way, it would suite me better if I could categorize based on some keywords. Is that possible ?