github-starred/actual
2
0
Fork 0
mirror of https://github.com/actualbudget/actual.git synced 2026-05-06 20:15:33 -05:00
Code Issues 1.5k Packages Projects Releases 55 Wiki Activity

[PR #1801] [CLOSED] Add ability to import categories from CSV #38397

New Issue
Closed
opened 2026-04-23 11:29:41 -05:00 by GiteaMirror · 0 comments
GiteaMirror commented 2026-04-23 11:29:41 -05:00
Owner
Copy Link

📋 Pull Request Information

Original PR: https://github.com/actualbudget/actual/pull/1801
Author: @ScottFries
Created: 10/16/2023
Status: ❌ Closed

Base: master ← Head: master

📝 Commits (1)

  • 509f595 Add ability to import categories from CSV

📊 Changes

3 files changed (+56 additions, -4 deletions)

View changed files

📝 packages/desktop-client/src/components/accounts/Account.js (+2 -0)
📝 packages/desktop-client/src/components/modals/ImportTransactions.js (+48 -4)
➕ upcoming-release-notes/1801.md (+6 -0)

📄 Description

Picking up from PR #82

Summary

  • Added category parsing to CSV imports to detect category and map to existing categories

Evidence

Recording 2023-10-15 221320

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 existing category names and all other values are ignored; this could be easily changed to create unrecognized categories, like the Payee field

🔄 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/1801 **Author:** [@ScottFries](https://github.com/ScottFries) **Created:** 10/16/2023 **Status:** ❌ Closed **Base:** `master` ← **Head:** `master` --- ### 📝 Commits (1) - [`509f595`](https://github.com/actualbudget/actual/commit/509f595457659ca332a1e8ebda2314102c3fea6b) Add ability to import categories from CSV ### 📊 Changes **3 files changed** (+56 additions, -4 deletions) <details> <summary>View changed files</summary> 📝 `packages/desktop-client/src/components/accounts/Account.js` (+2 -0) 📝 `packages/desktop-client/src/components/modals/ImportTransactions.js` (+48 -4) ➕ `upcoming-release-notes/1801.md` (+6 -0) </details> ### 📄 Description Picking up from PR #82 ## Summary * Added category parsing to CSV imports to detect category and map to existing categories ## Evidence ![Recording 2023-10-15 221320](https://github.com/actualbudget/actual/assets/6807985/8633fd54-4e40-4c2c-bf74-3913616c1825) ## 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 existing category names and all other values are ignored; this could be easily changed to create unrecognized categories, like the `Payee` field --- <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 2026-04-23 11:29:41 -05:00
Sign in to join this conversation.
No Branch/Tag Specified
Branches Tags
Labels
Clear labels
AI generated
API
bank sync
budgeting
bug
can’t replicate
dependencies
docker
documentation
electron
experimental feature
feature
feedback
goal templates
good first issue
help wanted
importers
maintenance
needs info
needs testing
needs triage
needs votes
openid
payees
pull-request
Mirrored from GitHub Pull Request
 regression
reports
responsive
rules
schedules
server
✨ merged
split transactions
tech debt
theme
transaction import
transaction reconciliation
transactions
translations
upstream
user interface
✅ approved
wontfix
No Label pull-request
Milestone
No items
No Milestone
Projects
Clear projects
No project
Assignees
Clear assignees
GiteaMirror ninjasurge
No Assignees
1 Participants
Notifications
Due Date
No due date set.
Dependencies

No dependencies set.

Reference: github-starred/actual#38397
Delete Branch "%!s()"

Deleting a branch is permanent. Although the deleted branch may continue to exist for a short time before it actually gets removed, it CANNOT be undone in most cases. Continue?