tag:infinitekind.tenderapp.com,2009-01-14:/discussions/switching-from-another-personal-finance-program/2383-importing-transactions-with-catagoriesInfinite Kind: Discussion 2016-10-02T02:43:10Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/402103862016-06-28T11:00:39Z2016-06-28T11:00:42ZImporting transactions with catagories<div><p>Hi,</p>
<p>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?</p>
<p>Thanks<br>
John</p></div>John Lukestag:infinitekind.tenderapp.com,2009-01-14:Comment/402103862016-06-28T11:09:19Z2016-06-28T11:09:19ZImporting transactions with catagories<div><p>Hi John,</p>
<p>Can you let me know where you are importing your data from?
You'll find instructions for importing from other financial
software <a href="http://help.infinitekind.com/kb/importing-data-from-banks-and-other-programs/">
here</a>.</p>
<p>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".</p>
<p>Jenny<br>
Infinite Kind Support</p></div>Jenny