Hi, I am new to this software.
I would like to know this:
My bank statement has specific concepts such as:
- Salary A
- Salary B
- Salary C
I would like to know if I there is a way for these 3 concepts to go to a category named "Salary", that includes all 3.
I tried to import the csv assigning the concept as subcategories, but it doesn't seem to work as I thought. What should I do? Thank you very much.
Question about categories while importing csv extract
Moderator: Renato
Re: Question about categories while importing csv extract
Your CSV would need to be laid out something like the table below. Your Category and SubCategory names would need to match your categories/subcategories in Money Manager Ex exactly.
(Note: the table above is laid out for easy reading. You would actually want to separate values with commas instead of spaces.)
Code: Select all
Date Payee Category SubCategory Number Notes Withdrawal Deposit
8/18/2020 Me Salary Salary A My main job 1000
8/21/2020 Me Salary Salary B My side gig 50
8/22/2020 Me Salary Salary C Spouse job 1000