#314 Import CSV

1.3.0
open
MMEX
None
5
2015-02-22
2014-03-18
Anonymous
No

From the bank you get a text message which explains the posting. I build a file to copy a substring of the Text message with default fields payee, category and subcategory. This allows me to import the csv from the bank and than add automatically payee, category and subcategory to the entry imported. Most of the entries are therefore automatically and only a few needs manual import. After that I export the csv file for import in MMEX. Wouold be nice if this feature is already included.
mab

Discussion

  • guanlisheng

    guanlisheng - 2014-03-21

    i think we have already had this feature termed universal csv import & export.

     
  • Anonymous - 2014-04-20

    Hi, I would also like to second this feature. It is a pain having to manually assign each entry a category, even more so when the 'Organize Payees' screen even has a 'Default Category' for each Payee but it doesn't look to do anything.

    A note also about this feature, if it is implemented, please allow the Payee to use wildcards, I ask because most of the entries actually include the date as part of the details of the transaction. Thus they are technically different but are actually all the same, i.e. 'ATMD 01APR' and 'ATMD 02MAR' are both cash withdrawals but appear as different Payees. If would be good to be able to specify that any entry with 'ATMD' in it be categorized the same.

    Any idea when this 'universal csv import & export' feature is planned?

    Thanks,

    Garth

     
  • Anonymous - 2014-04-20

    Oh sorry, forgot to mention in my last post, not being able to categorize multiple entries at the same time is also a bit frustrating.

    Thanks,

    Garth

    PS I do really like the application though, don't get me wrong :-)

     
  • Nikolay

    Nikolay - 2015-02-22
    • assigned_to: MMEX
    • Group: 1.0.2.0 --> 1.3.0
     

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