Starling - can I import notes and categories?

Bank Feeds
1

At the moment I import my Starling feeds manually and I wonder if there’s any way the notes and categories could be transferred during this process into Quickfile, without having to do it manually.

Thanks

2

Hi @zaja

At the moment, only 4 details are imported -

  • Date of transaction
  • Reference/description
  • Money in value
  • Money out value

In some cases, the export will contain the money in and money out in the same column.

With the categories, this would be part of the purchase invoice rather than bank transaction. Starling uses these for analytics and parts of their business toolkit, so wouldn’t apply to bank transactions within QuickFile.

3

Thanks @QFMathew

And is there no way to transfer the notes. It would be really useful to have them when creating invoices.

Thanks

4

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