If your data has not been correctly imported while using the Import feature, please make sure that you follow all the import rules described in the article Import your transactions or files
The import feature is designed for bringing in files directly downloaded from the bank, containing various details like payee and notes. After importing, the records undergo categorization based on the information in the "note" field, followed by the "payee" field.
Transactions are not categorised correctly
If you have an export file from Wallet or another app and want to categorize your records, use the import and automatic rules feature as a workaround.
- First create an automatic rule rule by setting keywords like " restaurants & category" to apply the category " restaurant" and " shopping & category" for the category " shopping."
- Follow Import your transactions or files until you reach step 3.
- Upon reaching step 3, select your note field, and then choose the category field, designating it as the note field.
- As a result, the transactions should be categorized.