Importing transactions with catagories
Hi,
I just imported a load of data, but it didn't seem to associate transactions with categories... This is a real problem, is there a way of fixing this?
Thanks
John
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Support Staff 1 Posted by Jenny on 28 Jun, 2016 11:09 AM
Hi John,
Can you let me know where you are importing your data from? You'll find instructions for importing from other financial software here.
Ideally you should import your data in QIF format. If the categories have not imported, then it's likely that your settings were slightly incorrect when you imported the QIF file. It's important to be sure the "File Source" is set to "From Another Program".
Jenny
Infinite Kind Support
System closed this discussion on 02 Oct, 2016 02:38 AM.