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[Bug]: Categories of the transactions are not getting imported in CSV Import tool #1414

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opened 2026-02-28 19:43:02 -06:00 by GiteaMirror · 4 comments
GiteaMirror commented 2026-02-28 19:43:02 -06:00
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Originally created by @AshwinPras on GitHub (Sep 13, 2024).

Verified issue does not already exist?

  • I have searched and found no existing issue
  • I will be providing steps how to reproduce the bug (in most cases this will also mean uploading a demo budget file)

What happened?

I am attempting to import my old transactions using a CSV file from my old budgeting app. But in the import screen, while all the other information is getting mapped correctly, there are missing categories. In fact, only 2 out of around a dozen categories are being recognised. Find screenshots below:

As you can see here, besides Bills and Food, all the other categories are missing.
Screenshot 2024-09-13 at 11 16 19 PM

The original source has other categories also:
Screenshot 2024-09-13 at 11 17 29 PM

App version: 24.9.0

A sample of the CSV file:
Bank Account.csv.zip

Kindly check. Appreciate any and all inputs.

Where are you hosting Actual?

None

What browsers are you seeing the problem on?

Desktop App (Electron)

Operating System

Mac OSX

Originally created by @AshwinPras on GitHub (Sep 13, 2024). ### Verified issue does not already exist? - [X] I have searched and found no existing issue - [X] I will be providing steps how to reproduce the bug (in most cases this will also mean uploading a demo budget file) ### What happened? I am attempting to import my old transactions using a CSV file from my old budgeting app. But in the import screen, while all the other information is getting mapped correctly, there are missing categories. In fact, only 2 out of around a dozen categories are being recognised. Find screenshots below: As you can see here, besides _Bills_ and _Food_, all the other categories are missing. <img width="1280" alt="Screenshot 2024-09-13 at 11 16 19 PM" src="https://github.com/user-attachments/assets/0d622a4c-194b-4971-acf5-9c5081c35f18"> The original source has other categories also: <img width="657" alt="Screenshot 2024-09-13 at 11 17 29 PM" src="https://github.com/user-attachments/assets/ddac9c36-79d1-40b0-9ab7-adbc0b63136e"> App version: 24.9.0 A sample of the CSV file: [Bank Account.csv.zip](https://github.com/user-attachments/files/16997734/Bank.Account.csv.zip) Kindly check. Appreciate any and all inputs. ### Where are you hosting Actual? None ### What browsers are you seeing the problem on? Desktop App (Electron) ### Operating System Mac OSX
GiteaMirror added the bug label 2026-02-28 19:43:02 -06:00
GiteaMirror commented 2026-02-28 19:43:03 -06:00
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@youngcw commented on GitHub (Sep 13, 2024):

It will only import categories that exist on your budget. If you want the others to import with a category you need to add those to your budget.

@youngcw commented on GitHub (Sep 13, 2024): It will only import categories that exist on your budget. If you want the others to import with a category you need to add those to your budget.
GiteaMirror commented 2026-02-28 19:43:03 -06:00
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@AshwinPras commented on GitHub (Sep 14, 2024):

Thanks a lot for your reply. That makes total sense and I’m embarrassed
that I missed it.

On Fri, 13 Sep 2024 at 23:52, youngcw @.***> wrote:

It will only import categories that exist on your budget. If you want the
others to import with a category you need to add those to your budget.

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https://github.com/actualbudget/actual/issues/3428#issuecomment-2349782905,
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@AshwinPras commented on GitHub (Sep 14, 2024): Thanks a lot for your reply. That makes total sense and I’m embarrassed that I missed it. On Fri, 13 Sep 2024 at 23:52, youngcw ***@***.***> wrote: > It will only import categories that exist on your budget. If you want the > others to import with a category you need to add those to your budget. > > — > Reply to this email directly, view it on GitHub > <https://github.com/actualbudget/actual/issues/3428#issuecomment-2349782905>, > or unsubscribe > <https://github.com/notifications/unsubscribe-auth/BFJI2IGU6B7ZWQ7DHAFFE3DZWMUPLAVCNFSM6AAAAABOF2T6ICVHI2DSMVQWIX3LMV43OSLTON2WKQ3PNVWWK3TUHMZDGNBZG44DEOJQGU> > . > You are receiving this because you authored the thread.Message ID: > ***@***.***> >
GiteaMirror commented 2026-02-28 19:43:03 -06:00
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@webberian commented on GitHub (Nov 25, 2024):

This information should be on the help pages, e.g. https://actualbudget.org/docs/transactions/importing

@webberian commented on GitHub (Nov 25, 2024): This information should be on the help pages, e.g. https://actualbudget.org/docs/transactions/importing
GiteaMirror commented 2026-02-28 19:43:04 -06:00
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@balthanon commented on GitHub (Dec 29, 2025):

Adding a link to the enhancement request that covers automating this process: https://github.com/actualbudget/actual/issues/557

@balthanon commented on GitHub (Dec 29, 2025): Adding a link to the enhancement request that covers automating this process: https://github.com/actualbudget/actual/issues/557
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