Importing Category Lists
SEE Finance can import category lists from QIF and QMTF files created by many other software packages such as
Quicken®. Importing a category list is a quick and simple process, just follow the steps below.
***Note: You can also have your category list imported while you are
importing accounts.***
Importing Category Lists:
- Select the "Payees, Types & Categories" from the Account List.
- Select the Categories View by selecting the "Categories" button on the right of the top bar.
- Click the "Import" button on bottom left of the Categories View.
- Navigate to the location of a QIF or QMTF file with your category list and click "Open".
- The imported categories window will appear. Verify the categories you want to import and select or deselect the import checkboxes as desired.
- Select the import type, either "Import & Delete Existing" or "Import & Merge With Existing".
- Click Import and you're done!
Notes:
- Categories are generated from both the category list found in the file and also the categories found in transactions in the file. Categories found in transactions that are not found in the supplied list are defaulted to be expense categories and may need to be adjusted.
See also
Exporting Category Lists
Importing and Exporting
Importing from Quicken®
List of Importing & Exporting Topics