What is subcategories for custom files?

This page explains what is "Subcategories" for files.

What is subcategory function?

It is a feature that allows you to manage and upload multiple files.

For example, if you upload multiple custom files without using subcategories, the system will recognize them as a single file. Please be aware of this. If you first upload the 2021 history with Custom File A, and then upload the 2021 and 2022 histories with Custom File B, only the transactions dated after the most recent transaction from Custom File A will be reflected. As a result, only the 2022 history will be applied.

 

How to upload a custom file using the subcategory function

1. Click "+" icon in the top right-hand corner of the screen and then click "Upload files".

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2. Select "Custom" in the top left.

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3. In the Subcategory section, create a new subcategory by entering the subcategory name and clicking "Add". In this example, a new subcategory "staking" is added.

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4. Drag&Drop the custom file for the subcategory "staking" and click "Upload".

 

* You can also delete per subcategory.

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