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[GH-ISSUE #303] Group & Category additions to Export #25841

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opened 2026-04-18 01:38:49 -05:00 by GiteaMirror · 5 comments
GiteaMirror commented 2026-04-18 01:38:49 -05:00
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Originally created by @Rick-Thomas on GitHub (Mar 4, 2022).
Original GitHub issue: https://github.com/actualbudget/actual/issues/303

I have a couple of comments which I think are issues and would ask they be added to the, I imagine, extensive list of issues / requests:

IMPORT: It does not consider the Group & Category fields.   I understand that the object is to import transactions from the Bank, which do not have those fields.   But there are situations when one could want to import from another application (not nYNAB or YNAB4)...   Or want to make a fresh start in Actual by exporting 2 or 3 years worth of info and reducing it to the new year only and re-import...   For whatever of these or other reasons I'd request the inclusion on the Group & Category fields in the import feature...
EXPORT: It does not include the Group field, and only exports the Category.  Group is a key component of the Group/Category combination and should be part of the export...  One reason could be the one I mentioned just now of wanting to make a fresh start...   Another could be moving from Actual to another application and one should be able to export and take all his info...
Originally created by @Rick-Thomas on GitHub (Mar 4, 2022). Original GitHub issue: https://github.com/actualbudget/actual/issues/303 I have a couple of comments which I think are issues and would ask they be added to the, I imagine, extensive list of issues / requests: IMPORT: It does not consider the Group & Category fields. I understand that the object is to import transactions from the Bank, which do not have those fields. But there are situations when one could want to import from another application (not nYNAB or YNAB4)... Or want to make a fresh start in Actual by exporting 2 or 3 years worth of info and reducing it to the new year only and re-import... For whatever of these or other reasons I'd request the inclusion on the Group & Category fields in the import feature... EXPORT: It does not include the Group field, and only exports the Category. Group is a key component of the Group/Category combination and should be part of the export... One reason could be the one I mentioned just now of wanting to make a fresh start... Another could be moving from Actual to another application and one should be able to export and take all his info...
GiteaMirror added the feature label 2026-04-18 01:38:49 -05:00
GiteaMirror commented 2026-04-18 01:38:50 -05:00
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@bpaulien commented on GitHub (Mar 4, 2022):

Just to make it more readable:

IMPORT: It does not consider the Group & Category fields. I understand that the object is to import transactions from the Bank, which do not have those fields. But there are situations when one could want to import from another application (not nYNAB or YNAB4)... Or want to make a fresh start in Actual by exporting 2 or 3 years worth of info and reducing it to the new year only and re-import... For whatever of these or other reasons I'd request the inclusion on the Group & Category fields in the import feature...

EXPORT: It does not include the Group field, and only exports the Category. Group is a key component of the Group/Category combination and should be part of the export... One reason could be the one I mentioned just now of wanting to make a fresh start... Another could be moving from Actual to another application and one should be able to export and take all his info...

<!-- gh-comment-id:1280037177 --> @bpaulien commented on GitHub (Mar 4, 2022): Just to make it more readable: **IMPORT**: It does not consider the Group & Category fields. I understand that the object is to import transactions from the Bank, which do not have those fields. But there are situations when one could want to import from another application (not nYNAB or YNAB4)... Or want to make a fresh start in Actual by exporting 2 or 3 years worth of info and reducing it to the new year only and re-import... For whatever of these or other reasons I'd request the inclusion on the Group & Category fields in the import feature... **EXPORT**: It does not include the Group field, and only exports the Category. Group is a key component of the Group/Category combination and should be part of the export... One reason could be the one I mentioned just now of wanting to make a fresh start... Another could be moving from Actual to another application and one should be able to export and take all his info...
GiteaMirror commented 2026-04-18 01:38:51 -05:00
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@Rick-Thomas commented on GitHub (Mar 4, 2022):

@bpaulien Tks very much... :o)

<!-- gh-comment-id:1280037178 --> @Rick-Thomas commented on GitHub (Mar 4, 2022): @bpaulien Tks very much... :o)
GiteaMirror commented 2026-04-18 01:38:51 -05:00
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@Rick-Thomas commented on GitHub (Mar 19, 2023):

Hi... After moving away from Actual since it went Open Source, as I have no technical skills to set it up on my PC alone, I have finally come back via PikaPods...

I am still using YNAB4 as the main app, but hope to switch over after testing for a while...

I see that this issue I mentioned back then is still open and am wondering if there is any chance of it been tackled???

If not I will have to re-think my Categories, since in several Groups I have same Categories (e.g. "Other")...

I import on a monthly basis to Excel and, via a Pivot Table, do all sort of analysis and budgeting... Without the Group in the exported file all those "Same Name" Categories would be lumped into one!!! And that would be a complication...

Thanks for any feeling as to this issue, as well as the SPLIT issue (#522), where I just added an example that was been requested...

<!-- gh-comment-id:1475086066 --> @Rick-Thomas commented on GitHub (Mar 19, 2023): Hi... After moving away from Actual since it went Open Source, as I have no technical skills to set it up on my PC alone, I have finally come back via PikaPods... I am still using YNAB4 as the main app, but hope to switch over after testing for a while... I see that this issue I mentioned back then is still open and am wondering if there is any chance of it been tackled??? If not I will have to re-think my Categories, since in several Groups I have same Categories (e.g. "Other")... I import on a monthly basis to Excel and, via a Pivot Table, do all sort of analysis and budgeting... Without the Group in the exported file all those "Same Name" Categories would be lumped into one!!! And that would be a complication... Thanks for any feeling as to this issue, as well as the SPLIT issue (#522), where I just added an example that was been requested...
GiteaMirror commented 2026-04-18 01:38:52 -05:00
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@github-actions[bot] commented on GitHub (May 2, 2023):

✨ Thanks for sharing your idea! ✨

This repository is now using lodash style issue management for enhancements. This means enhancement issues will now be closed instead of leaving them open. This doesn’t mean we don’t accept feature requests, though! We will consider implementing ones that receive many upvotes, and we welcome contributions for any feature requests marked as needing votes (just post a comment first so we can help you make a successful contribution).

The enhancement backlog can be found here: https://github.com/actualbudget/actual/issues?q=label%3A%22needs+votes%22+sort%3Areactions-%2B1-desc+

Don’t forget to upvote the top comment with 👍!

<!-- gh-comment-id:1531915792 --> @github-actions[bot] commented on GitHub (May 2, 2023): :sparkles: Thanks for sharing your idea! :sparkles: This repository is now using lodash style issue management for enhancements. This means enhancement issues will now be closed instead of leaving them open. This doesn’t mean we don’t accept feature requests, though! We will consider implementing ones that receive many upvotes, and we welcome contributions for any feature requests marked as needing votes (just post a comment first so we can help you make a successful contribution). The enhancement backlog can be found here: https://github.com/actualbudget/actual/issues?q=label%3A%22needs+votes%22+sort%3Areactions-%2B1-desc+ Don’t forget to upvote the top comment with 👍!
GiteaMirror commented 2026-04-18 01:38:52 -05:00
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@j-f1 commented on GitHub (May 2, 2023):

Importing categories is tracked in #557, updating this to be just about exporting.

<!-- gh-comment-id:1531926894 --> @j-f1 commented on GitHub (May 2, 2023): Importing categories is tracked in #557, updating this to be just about exporting.
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