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Remember csv categories mapping from previous mappings

Feature Request

When importing transactions from CSV, categories are automatically matched to existing categories based on value on selected field. Yet there’s custom mappings should be re-mapped again and again – there’s no history of previous mappings.

Example use case: user imports the same-format csv twice, the first time he sets all the categories based on "Title". The second time, he still have to set the categories manually based on "Title", i.e. previous mappings aren't applied/remembered.

Initial discussion is here: https://moneymatter.featurebase.app/p/auto-categories-based-on-previous-mappings-does-not-work

Posted by dmytro_sv ·
Status: Completed1 comment

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Comments1

  • Vakhtang Gvenetadze

    •

    Aug 25

    Yes, I know that, but in order for the category matching to work, it is necessary to load it, and loading these categories is only possible in conjunction with importing transactions, but in this case, loading subcategories does not work; it only loads parent categories.