https://bugs.kde.org/show_bug.cgi?id=328140
Bug ID: 328140
Summary: Add category and subcategory into csv import
Classification: Unclassified
Product: kmymoney4
Version: git master
Platform: Mint (Ubuntu based)
OS: Linux
Status: UNCONFIRMED
Severity: wishlist
Priority: NOR
Component: general
Assignee: kmymoney-devel@kde.org
Reporter: agande...@gmail.com
{From the list - On 12/11/13 03:49, Louis-Philippe Allard wrote:}
Because I am trying a lot to import data from a CSV file, I have
realized that i'd be nice to have the possibility to map additional
columns from the CSV file into additional fields in KMM. For example,
the current import wizard doesnt allow importing transaction categories.
The only fields as of now are Number, Date, Payee/Decription, Memo,
Amount, Debit/Credit...
Categories could follow a hierarchical scheme such as for example for a
car:
Car
---->Gas
---->Maintenance
---->Driver's license
...
Importing a transaction with the field "Car/Maintenance" would import
the transaction and assign it under the
Car
----> Maintenance
category..
___________________________________________________________________________________
{Response}
Do you see this as an on-going requirement, or just an initial setting up need?
Where would the input file originate? The reason I ask is that initially I
wrote the plugin to import from banks, which would have no knowledge of KMM
categories, so didn't foresee such a need.
If you still see such a requirement, it would be as well to create a wish-list
item on https://bugs.kde.org, so that it's not forgotten. At the foot of the
bug report, change the severity to Wishlist.
____________________________________________________________________________________________________
{Reply}
If available, I'd use this feature often. I normally enter the transactions
from our credit and debit cards as they occur, independently from the bank
statements, but as we got a huge backlog of round 1000 transactions to sync in
the KMM database, I opted to import a CSV containing all 1000 transactions.
The problem with this approach is that unless you assign a default category to
the payee in KMM, the transactions will not get assigned to a category which
will require you to manually edit and assign a category to each of the 1000
transactions...
Again, provided the feature is in KMM, I'd rather open it with a spreadsheet
editor, add another column in the CSV file, add the categories, then save it as
CSV and import in KMM. Sometimes, (more often than you may think) a payee will
have more than one category assigned to it... A good example are those truck
stops where you can fill up your gas tank and eat.
The possibility of having a Category field in the CSV BEFORE importing in KMM
would allow me to manually assign a category to a payee..
____________________________________________________________________________________________________
{Another request -zdenek.e...@gmail.com }
my feature request is to add category and subcategory into csv import
Reproducible: Always
I've been looking at this, and it should be possible, with a couple of caveats.
The point about multiple categories could be a problem. For instance, how
would they appear on a spread sheet? If they were extra columns for the one
transaction, how can they be captured in a way that KMM will understand.
Secondly, the question of transfers I've not looked into.
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