I was going through the csv upload guide, and it was said that the category from the bank is not recommended as an upload, but if i changed it to match tiller’s can i upload it?
I tried using a custom category but that didn’t pull. Are the only available categories to upload, date, description, amount, month week, institution account# and account, or can i add more?
I’m not sure I understand what workflow you are using, @ctlee. The importers in the Import CSV Line Items workflow in the Tiller Community Solutions Add-on are pretty specific to known data exports and none of them add data to the Category field.