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how to import subcategories with csv ?

Asked by chrisnet

Hello,

There is no field for a subcategory in the csv format description. Is it possible to import a category + a sub category for a transaction ?

Thank you.

Chris

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Maxime DOYEN
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Maxime DOYEN (mdoyen) said : 		#1

Extract from the HomeBak documentation:

Category

        Column list:
        level ; type ; category_name

        Values:
        level => 1:category, 2:subcategory
        type => -:expense, +:income

Example:

1;-;Food
2; ;Grocer
2; ;Restaurant
1;+;Wage
...

will import
Food,
Food:Grocer
Food:Restaurant
Wage

Hope this help.

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chrisnet (bkk) said : 		#2

Thanks Maxime.

I know it's possible to import a list of category and subcategory but is it possible to specify a subcategory in a transactions csv files.

Transaction

        Column list:
        date ; mode ; info ; payee ; description ; amount ; category

        Values:
        date => format should be DD-MM-YY
        mode => from 0=none to 5=personal transfer
        info => a string
        payee => a payee name
        description => a string
        amount => a number with a '.' as decimal separator, ex: -24.12 or 36.75
        category => a category name

I cannot see a subcategory field here.

Thank you

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Best Maxime DOYEN (mdoyen) said : 		#3

Sorry for my missunderstand.

The doc should be clarified for this.

As into homebank a subcategory can be defined with a semin-colon as separator:
Food:Grocer will create (if don't exists)
category Food
and subcategory Grocer.

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chrisnet (bkk) said : 		#4

Thanks Maxime DOYEN, that solved my question.