wish: cvs import default category for payee

[dleigh]

I created a csv import of categories based on this help text: homebank/help/misc-csvformat.html#cat

I named it categories.csv.

When I navigate to it from the import>csv menu option, it won't let me get to the next screen and says that it's an "Unknown/invalid file".

Is there a log that will tell me WHY it's unknown/invalid? I can't figure it out. I tested with both UTF-8 and ANSI encodings with no difference.

This is version 5.1.2 of Homebank on Windows 10 Pro

Thank you.

(I've attached the file)

[dleigh (david-leighweb)]

Here's my payee csv file which had exactly the same problem - so there's something that I must be missing because it doesn't get any simpler than the payee csv file! ;-/

[dleigh (david-leighweb)]

Ok - my bad - I didn't understand WHERE one imports the CSV files for the payees and categories. Now they work...

EXCEPT two things:

1. I have 3 levels of categories (I'm trying to transfer to HomeBank from Quicken) and it would be nice to have more than just 2 levels. How many? I don't know. Anyway, this would be a WISH.

2. Since I'm importing from Quicken and since HomeBank provides the ability to have a default category for a payee, I would LOVE to be able to have the ability to import the default category for a payee. It's not what is documented but I'll see if it works anyway.

You can change this from a bug to a wishlist post.

Thanks!

[Maxime DOYEN (mdoyen)]

Hello,

1. limitation is 2 level: categories and subcategories: no plan to go anyway further

2. so far I know Quicken do not export such a direct csv file (payee and default category).
So I would suggest you use standard account import to manage categories/payee import/creation, then do associate into HomeBank directly.
If I am wrong (for Quicken ability to export such file), let me know

[dleigh (david-leighweb)]

I have Quicken 2014 Home and Business. I don't know for other versions, but in this version, you can go to the "memorized payees" dialog, select print, and then select the printed output to be directed to a tab-separated-values (tsv) file that you can easily paste into Excel and create a csv for default payee categorization. Sooooo...that really would be a nice thing to be able to import into the automatic assignment dialog.