Enhance CSV transaction file import to include Subcategories and Tags with spaces

jbfg97

The CSV transaction file import that was developed for Mint conversions is a nice tool that other users are taking advantage of however, it lacks the ability to use Subcategories, and it also does not accept Tags that have spaces in them (instead of using the Tag with the space, a new Tag is created with a dash (-).

It would greatly improve the usefulness of this tool if a "Subcategory" column was added and if the tool would accept Tags with spaces.

You can see more information in this discussion:

csv transaction file import does not work — Quicken

Jim_Harman

I don't think a separate Subcategory column is needed. That would break compatibility with the Mint format and limit the import to one level of subcategories.

But if it used colons to separate the main and subcategories in the Category column, as elsewhere in Quicken, you could have multi-level subcategories and still be compatible with Mint. Example - Education:Tuition would be the Tuition subcategory of Education.

2570april

Hi, I have Subcategories and when I attempt to load from CSV file using Category:Subcategory , the Category:Subcategory is changed during the load process: the colon is removed and replace with a hyphen and a new category is created. No need to change the load process or format as Jim Harman states, Quicken needs to accept the Category:Subcategory combination as entered. Is there something more that needs to happen when using the Category:Subcategory???

jtannone

When attempting to import transactions with subcategories, it does not recognize the nesting and created brand new categories. Can we import transactions with nested categories? If not can we add this functionality?

Quicken Anja

Hello @jtannone,

Thank you for reaching out to the Community with your request.

Your idea has been merged into this already active Idea thread regarding the same request.

Thank you!

CaliQkn

It looks like this feature has been implemented with R64.19 -

Quicken Anja

https://community.quicken.com/discussion/comment/20503989#Comment_20503989

Hi @CaliQkn,

Thanks for pointing that out! The Idea status has now been updated to reflect that this feature is included starting with R64.19 (currently in staged release).

Thank you!

Jim_Harman

Note that as recommended above, the format for subcategories is apparently Category:subcategory and for multiple Tags it is tag1:tag2. This information comes from the sample file that Quicken can now create, which is presumably correct.

The in-product info when you initiate an import has been corrected, but the Help still needs to be updated to include the formats for subcategories and multiple Tags.

@Quicken John H please take note.