Map Memo to Category on import or after
I'm working on a project to import all of my Mint.com transactions into HomeBank. I started out trying to massage the data into the proprietary HomeBank CSV format, but pivoted to trying to convert it to OFX as I thought maybe someone could find it useful for other software other than HomeBank.
My issue is that there is no "Category" in the OFX standard. I'm able to map my Mint CSV category to "Memo" however I am unsure how to get that into HomeBank as a category.
There is a dropdown box for "OFX Memo:" Append to: Ignore, Append to Info, Append to Memo, and Append to Payee
Why isn't there a way to append Memo to Category? I think that would be a great feature to have, but I'm particularly interested in a workaround. Is there a way to create a rule to search for Memo data and overwrite the Category?
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- Status:
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- For:
- HomeBank Edit question
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- Solved by:
- Stettin Palver
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