On Mon, Nov 18, 2013 at 6:11 AM, Allan <agande...@gmail.com> wrote: > On 12/11/13 03:49, Louis-Philippe Allard wrote: > >> Hello, >> >> 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.. >> >> I thought I'd replied to this request but it seems I didn't, so apologies > for that. > > 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. > > Allan >
Allan, sorry for not repltying earlier. 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..
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