Add a Subcategory column to transaction exports (edited)

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DavidB
DavidB Member ✭✭
edited February 7 in Feature Requests

I was surprised to see that when I export (download) data from Simplify that the Category field contains both the Category and the Sub-Catagory, separated by a colon. I import the data into a spreadsheet and can parse the field myself, but why don't you just do it for us? In other words, why don't you export the data into a Categoary field and a Sub-Category field?

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  • UrsulaA
    UrsulaA Superuser ✭✭✭✭
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    I agree with your feedback and voted for the following feature request allowing for more detailed CSV exports. I am using Excel power query to parse the Simplifi export file to save in an Excel file, where I run more charts. The Excel file is a back up of my transaction and net worth history.

    Simplifi User Since Nov 2023

    Minter 2014-2023

    Questionable Excel before 2014 to present

  • DavidB
    DavidB Member ✭✭
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    @UrsulaA Thanks. I see that I put this in "Feedback" instead of "Feature Request" - how can I move it to Feature Request?

  • UrsulaA
    UrsulaA Superuser ✭✭✭✭
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    @Coach Kristina can you make this a feature request? The request is per @DavidB as follows:

    Split category: subcategory into their own fields on download. Specifically export the data into a Category field and a Sub-Category field

    Simplifi User Since Nov 2023

    Minter 2014-2023

    Questionable Excel before 2014 to present

  • DavidB
    DavidB Member ✭✭
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    @UrsulaA Thank you