Bug 502716 - Need Tags as part of Import Program
Summary: Need Tags as part of Import Program
Status: REPORTED
Alias: None
Product: kmymoney
Classification: Applications
Component: importer (other bugs)
Version First Reported In: unspecified
Platform: Microsoft Windows Microsoft Windows
: NOR wishlist
Target Milestone: ---
Assignee: KMyMoney Devel Mailing List
URL:
Keywords:
Depends on:
Blocks:
 
Reported: 2025-04-12 16:04 UTC by Suresh PB
Modified: 2025-07-13 04:16 UTC (History)
0 users

See Also:
Latest Commit:
Version Fixed In:
Sentry Crash Report:

Attachments
Add an attachment

Note You need to log in before you can comment on or make changes to this bug.
Description Suresh PB 2025-04-12 16:04:15 UTC 
SUMMARY
While importing transactions, there is no ability to import Tags in the program.

STEPS TO REPRODUCE
1. 
2. 
3. 

OBSERVED RESULT


EXPECTED RESULT
Provide ability to add "Tags" to the import program

SOFTWARE/OS VERSIONS
Windows: 
macOS: 
(available in the Info Center app, or by running `kinfo` in a terminal window)
Linux/KDE Plasma: 
KDE Plasma Version: 
KDE Frameworks Version: 
Qt Version: 

ADDITIONAL INFORMATION
Comment 1 Suresh PB 2025-07-12 05:32:20 UTC 
Appreciate any update on this
Comment 2 Thomas Baumgart 2025-07-12 09:05:41 UTC 
What is the source/format of your input data?
Comment 3 Suresh PB 2025-07-12 13:32:05 UTC 
(In reply to Thomas Baumgart from comment #2)
> What is the source/format of your input data?

Bank statement, with supplemented data with category, payee and tag.
Comment 4 Jack 2025-07-12 16:54:10 UTC 
What is the format of the data you are trying to import?  OFX, QIF, CSV, ....?
When you say "supplemented data with ..." do you mean you edit the downloaded file before importing?
Comment 5 Suresh PB 2025-07-13 04:16:22 UTC 
(In reply to Jack from comment #4)
> What is the format of the data you are trying to import?  OFX, QIF, CSV,
> ....?
> When you say "supplemented data with ..." do you mean you edit the
> downloaded file before importing?

I'm exporting my bank statement to a CSV file and then enriching it by adding a 'Tag' column with predefined values based on the description or remark in the statement. Additionally, I'm deriving the 'Category' and 'Payee' columns using the same criteria.  Similarly, I import Investment transactions as well.