Setup
Advanced taxonomy tools
Export or transfer an established category structure. Imports are checked against stored finance records before they can be applied.
Excel taxonomy transfer
Excel is the recommended format for people editing or moving a taxonomy.
Read_Me
The template explains required sheets, fields, allowed activity values, cash-flow treatments and stable-code rules.
Taxonomy_Categories
categoryCode, categoryName, sortOrder and isActive.
Taxonomy_Subcategories
Parent code, stable subcategory code, name, activity, cash-flow treatment, active state and sort order.
JSON transfer for technical use
JSON preserves Finvue's exact transfer structure and remains useful for technical migration or scripted workflows. Excel is recommended for manual editing.