Importing transactions with catagories

John Lukes's Avatar

John Lukes

28 Jun, 2016 11:00 AM


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?


  1. Support Staff 1 Posted by Jenny on 28 Jun, 2016 11:09 AM

    Jenny's Avatar

    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".

    Infinite Kind Support

  2. System closed this discussion on 02 Oct, 2016 02:38 AM.

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