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[PR #82] [CLOSED] Add ability to import categories from CSV #3007

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opened 2026-02-28 20:34:56 -06:00 by GiteaMirror · 0 comments
GiteaMirror commented 2026-02-28 20:34:56 -06:00
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📋 Pull Request Information

Original PR: https://github.com/actualbudget/actual/pull/82
Author: @blakegearin
Created: 6/1/2022
Status: ❌ Closed

Base: master ← Head: csv-import-categories

📝 Commits (1)

  • f93bf4c Add ability to import categories from CSV

📊 Changes

3 files changed (+46 additions, -12 deletions)

View changed files

📝 packages/desktop-client/src/components/accounts/Account.js (+2 -0)
📝 packages/loot-design/src/components/budget/index.js (+15 -4)
📝 packages/loot-design/src/components/modals/ImportTransactions.js (+29 -8)

📄 Description

Summary

  • Added category parsing to CSV imports to detect category IDs
  • Added menu option to copy a category ID

Evidence

2-actual_PR_5-31-2022-1

Notes

  • It is currently possible to enable this functionality with rules, however, one would need to be made for each category and another field would need to be used to hold category identifiers, such as Notes

  • Currently category IDs are not explicitly stated in the UI as far as I'm aware

  • A checkbox could be added to the Import Options section to toggle this functionality on and off, though this is functionality only works with category IDs and all other values are ignored; this could be easily changed to create unrecognized categories, like the Payeefield

  • The copy to clipboard implementation is simplistic but won't work in older browsers; this is a known problem space and it may be worth pulling in a dependency like react-copy-to-clipboard for a more comprehensive approach

  • An alternative to adding "Copy ID to clipboard" to the menu toolbar would be to add an icon that shows on hover like the Notes icon

    image

🔄 This issue represents a GitHub Pull Request. It cannot be merged through Gitea due to API limitations.

## 📋 Pull Request Information **Original PR:** https://github.com/actualbudget/actual/pull/82 **Author:** [@blakegearin](https://github.com/blakegearin) **Created:** 6/1/2022 **Status:** ❌ Closed **Base:** `master` ← **Head:** `csv-import-categories` --- ### 📝 Commits (1) - [`f93bf4c`](https://github.com/actualbudget/actual/commit/f93bf4cfcdbcedbaa1baa6266f9ff82f3e094cc3) Add ability to import categories from CSV ### 📊 Changes **3 files changed** (+46 additions, -12 deletions) <details> <summary>View changed files</summary> 📝 `packages/desktop-client/src/components/accounts/Account.js` (+2 -0) 📝 `packages/loot-design/src/components/budget/index.js` (+15 -4) 📝 `packages/loot-design/src/components/modals/ImportTransactions.js` (+29 -8) </details> ### 📄 Description ## Summary - Added category parsing to CSV imports to detect category IDs - Added menu option to copy a category ID ## Evidence ![2-actual_PR_5-31-2022-1](https://user-images.githubusercontent.com/17950836/171308200-4c71363d-052d-45f0-ac54-eb3befcd6b46.gif) ## Notes - It is currently possible to enable this functionality with rules, however, one would need to be made for each category and another field would need to be used to hold category identifiers, such as `Notes` - Currently category IDs are not explicitly stated in the UI as far as I'm aware - A checkbox could be added to the `Import Options` section to toggle this functionality on and off, though this is functionality only works with category IDs and all other values are ignored; this could be easily changed to create unrecognized categories, like the `Payee`field - The copy to clipboard implementation is simplistic but [won't work in older browsers](https://caniuse.com/?search=clipboard.writeText); this is a [known problem space](https://stackoverflow.com/a/30810322/5988852) and it may be worth pulling in a dependency like [`react-copy-to-clipboard`](https://www.npmjs.com/package/react-copy-to-clipboard) for a more comprehensive approach - An alternative to adding "Copy ID to clipboard" to the menu toolbar would be to add an icon that shows on hover like the `Notes` icon <img width="210" alt="image" src="https://user-images.githubusercontent.com/17950836/171310617-e8e20eae-4d2c-4511-bd07-453a5d38e6cb.png"> --- <sub>🔄 This issue represents a GitHub Pull Request. It cannot be merged through Gitea due to API limitations.</sub>
GiteaMirror added the pull-request label 2026-02-28 20:34:56 -06:00
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