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Automatically assign transactions to categories

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

Best Answer
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You should specify category column to assign category to imported transaction. csv or txt import

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Comments (7)

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You should specify category column to assign category to imported transaction. csv or txt import

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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 ?

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There no such feature, sorry. You can assign categories to transactions after import using powerful

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

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

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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.

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Hi!

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