Add a Subcategory column to transaction exports (edited)
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?
Comments
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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
1 -
@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
2