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  1. Tracking - Ability to import categories

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    submitted  ·  34 comments  ·  Projects & tracking » Tracking categories  ·  Admin →
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    Point74 Accounts commented  · 

    I also do not understand why statement imports cannot have the tracking categories added to template. Eg. there is a template to import a statement as transactions on any bank/credit card account. However, the template does not include tracking categories. So, you have to update each transaction manually after import to assign any relevant tracking categories. This is tedious.

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    Point74 Accounts commented  · 

    This would be amazing. I currently have to manage a list of more than 100 and 2 or 3 get added updated each week. An automated upload/import feature would be amazing.

    Point74 Accounts supported this idea  ·