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Tuesday, May 7, 2024

Bank that supports downloading transactions with categories?

I have bangkok bank. I do see that a category can be set for some transactions (prompt pay / transfers) but not all.

The website does allow downloading transactions as csv but it doesn’t have the category included.

The mobile app you can see the category when looking at a single transaction in detail, however there is no way to download the transactions using the mobile app.

Does anyone know of a bank that allows specifying the category for transactions (as you make them or after) and also allows downloading transactions including the category?

For example Australian Up Bank supports marking transactions with a category and tags. The transactions can be downloaded including the category and tags.

I did see a post about bangkok bank and seeing details of the transactions, however I’m really after being able to set / change the category for transactions and being able to download the transactions including the categories.

TIA



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