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CSV import fields mapping

I’m planning to migrate from another tool I use, and the CSV file I have includes these fields: category, status, subscription start date, subscription end date, payment account, and notes.

The issue here is that these values aren’t imported. I think it’s a good idea to be able to map import fields and automatically add missing payment methods and categories to avoid re-adding this data.

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  • Support Team

    Team•

    Mar 27

    Thanks, great point! Right now the import only pulls the name, date, and amount with currency, and the rest has to be filled in manually. I’ll try to improve this process and extract more data where possible.