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[2.0.0] Change "Category Group" column to "Folder" in CSV files

Budget Flow✨ Small Improvements

The transaction import template has a column header tiled Category Group. Is this the Folder Categories are in or something differnet ?

Other question is if its missing in an import will Budget Flow still allocate it to the Category in the Category column ?

Posted by Eric ·
Status: Completed2 comments

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Comments2

  • Fabian

    Team•

    Aug 14, 2024

    Hi @Eric,
    yes, the category group is basically the folder. However, in the data model it is called "category group" because there is also a "transaction group". This is why the column is also called "category group" in the CSV template.

    Regarding your question: If the corresponding category already exists in the app, the transaction is simply assigned to it and the corresponding category folder is retained. However, if the category does not yet exist and no folder has been specified in the CSV file, the respective category is created during import and added to a new folder called “Other” :)

    • Eric

      •

      Aug 15, 2024

      Thanks Fabian. Makes sense and I have import running well.