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📋 Pull Request Information
Original PR: https://github.com/actualbudget/actual/pull/6019
Author: @StephenBrown2
Created: 10/28/2025
Status: ❌ Closed
Base:
master← Head:create-categories-on-import📝 Commits (4)
70aee30feat(import): add category mapping and creation during transaction importcb3de8eUpdate VRT screenshotse3ba593Apply suggestions from code review617092d[autofix.ci] apply automated fixes📊 Changes
38 files changed (+1382 additions, -151 deletions)
View changed files
📝
packages/desktop-client/e2e/accounts.test.ts(+133 -42)➕
packages/desktop-client/e2e/accounts.test.ts-snapshots/Accounts-Import-Transactions-with-category-mapping-from-CSV-step-1-create-categories-auto-chromium-linux.png(+0 -0)➕
packages/desktop-client/e2e/accounts.test.ts-snapshots/Accounts-Import-Transactions-with-category-mapping-from-CSV-step-1-create-categories-dark-chromium-linux.png(+0 -0)➕
packages/desktop-client/e2e/accounts.test.ts-snapshots/Accounts-Import-Transactions-with-category-mapping-from-CSV-step-1-create-categories-midnight-chromium-linux.png(+0 -0)➕
packages/desktop-client/e2e/accounts.test.ts-snapshots/Accounts-Import-Transactions-with-category-mapping-from-CSV-step-2-open-categories-modal-auto-chromium-linux.png(+0 -0)➕
packages/desktop-client/e2e/accounts.test.ts-snapshots/Accounts-Import-Transactions-with-category-mapping-from-CSV-step-2-open-categories-modal-dark-chromium-linux.png(+0 -0)➕
packages/desktop-client/e2e/accounts.test.ts-snapshots/Accounts-Import-Transactions-with-category-mapping-from-CSV-step-2-open-categories-modal-midnight-chromium-linux.png(+0 -0)➕
packages/desktop-client/e2e/accounts.test.ts-snapshots/Accounts-Import-Transactions-with-category-mapping-from-CSV-step-3-map-existing-auto-chromium-linux.png(+0 -0)➕
packages/desktop-client/e2e/accounts.test.ts-snapshots/Accounts-Import-Transactions-with-category-mapping-from-CSV-step-3-map-existing-dark-chromium-linux.png(+0 -0)➕
packages/desktop-client/e2e/accounts.test.ts-snapshots/Accounts-Import-Transactions-with-category-mapping-from-CSV-step-3-map-existing-midnight-chromium-linux.png(+0 -0)➕
packages/desktop-client/e2e/accounts.test.ts-snapshots/Accounts-Import-Transactions-with-category-mapping-from-CSV-step-4-assign-group-auto-chromium-linux.png(+0 -0)➕
packages/desktop-client/e2e/accounts.test.ts-snapshots/Accounts-Import-Transactions-with-category-mapping-from-CSV-step-4-assign-group-dark-chromium-linux.png(+0 -0)➕
packages/desktop-client/e2e/accounts.test.ts-snapshots/Accounts-Import-Transactions-with-category-mapping-from-CSV-step-4-assign-group-midnight-chromium-linux.png(+0 -0)➕
packages/desktop-client/e2e/accounts.test.ts-snapshots/Accounts-Import-Transactions-with-category-mapping-from-CSV-step-5-new-group-auto-chromium-linux.png(+0 -0)➕
packages/desktop-client/e2e/accounts.test.ts-snapshots/Accounts-Import-Transactions-with-category-mapping-from-CSV-step-5-new-group-dark-chromium-linux.png(+0 -0)➕
packages/desktop-client/e2e/accounts.test.ts-snapshots/Accounts-Import-Transactions-with-category-mapping-from-CSV-step-5-new-group-midnight-chromium-linux.png(+0 -0)➕
packages/desktop-client/e2e/accounts.test.ts-snapshots/Accounts-Import-Transactions-with-category-mapping-from-CSV-step-6-after-new-group-auto-chromium-linux.png(+0 -0)➕
packages/desktop-client/e2e/accounts.test.ts-snapshots/Accounts-Import-Transactions-with-category-mapping-from-CSV-step-6-after-new-group-dark-chromium-linux.png(+0 -0)➕
packages/desktop-client/e2e/accounts.test.ts-snapshots/Accounts-Import-Transactions-with-category-mapping-from-CSV-step-6-after-new-group-midnight-chromium-linux.png(+0 -0)➕
packages/desktop-client/e2e/accounts.test.ts-snapshots/Accounts-Import-Transactions-with-category-mapping-from-CSV-step-7-imported-auto-chromium-linux.png(+0 -0)...and 18 more files
📄 Description
Adds the ability to create new categories directly from the import transactions modal.
Introduces an "Import Categories" modal that allows users to map imported categories to existing ones or create new categories with specified groups. This streamlines the import process by handling unknown categories on the fly.
Adds unit tests for the import transactions field mapping utility function.
The field mapping tests verify the correct mapping of transaction fields, including category detection based on user-defined mappings. It ensures the category values are properly mapped even with different column names, missing fields, or null mappings.
AI Disclaimer
This PR was created with assistance from Claude. All feedback welcome.
Copilot Summary
This pull request adds support for importing transactions with new categories that do not yet exist in the system. It introduces a workflow allowing users to map imported categories to existing ones or create new categories and groups as needed during the import process. The changes span new modal components, transaction import logic, and UI enhancements for clarity.
Category Import & Creation Workflow:
ImportCategoriesModalthat lets users map imported categories to existing ones or create new categories/groups during transaction import.Transaction Import Logic:
UI Enhancements:
Codebase Maintenance:
Screenshots
Using the following test csv in the test budget to make the following screenshots:
test-import-categories.csv
Import Transactions Modal has a new "Create Categories" checkbox. Leaving unchecked will maintain current behavior, leaving unknown categories uncategorized.





By default, all categories will be created under the first group, which can be changed using the dropdown, or a new category group created as well.
Entering the new category group name uses the existing modal.
If an existing category is selected, the existing group is displayed and is unchangeable.
Once categories are created, transactions are categorized appropriately and categories can be reorganized as usual.
Using the included test
data/categories.csvfile for the following screenshots:Import preview with “Create categories from import” — CSV categories file is loaded and the option to create categories from the import is enabled before proceeding.
Import Categories modal — The stacked Import Categories dialog is open on top of the import preview so category names from the file can be reviewed and mapped.
Map category to existing — A row from the import is mapped to an existing budget category (Food) via the autocomplete.
Assign new category to existing group — A new category from the import is placed under an existing group (Bills under Usual Expenses).
New Category Group dialog — New Category Group is open with a new group name (Pets) filled in before confirming.
Import Categories after creating the group — Back on Import Categories after adding the Pets group, ready to continue the import.
Transactions imported — Continue Import finished; the account register shows imported transactions with categories applied (e.g. Food, Model Trains, Pet Care).
Bundle Stats
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Changeset
src/components/modals/ImportCategoriesModal.tsxsrc/components/modals/ImportTransactionsModal/ImportTransactionsModal.tsxsrc/components/modals/ImportTransactionsModal/Transaction.tsxsrc/components/Modals.tsxView detailed bundle breakdown
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api
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🔄 This issue represents a GitHub Pull Request. It cannot be merged through Gitea due to API limitations.