Question about categories while importing csv extract

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ferksr
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Question about categories while importing csv extract

Post by ferksr »

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.
dbolton
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Re: Question about categories while importing csv extract

Post by dbolton »

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.

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
(Note: the table above is laid out for easy reading. You would actually want to separate values with commas instead of spaces.)
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