Bug 417296

Summary:	Automatic category for payees
Product:	[Applications] kmymoney	Reporter:	macsnail
Component:	general	Assignee:	KMyMoney Devel Mailing List <kmymoney-devel>
Status:	REPORTED ---
Severity:	wishlist
Priority:	NOR
Version:	5.0.6
Target Milestone:	---
Platform:	Windows CE
OS:	Microsoft Windows CE
Latest Commit:		Version Fixed In:
Sentry Crash Report:
Attachments:	attachment-4274-0.html

Description macsnail 2020-02-08 09:09:55 UTC

SUMMARY
It happens that from 1 payee the transactions concern different categories. E.g. i have exacltly the same payee for gas and electricity but 2 different bills and transactions.

It is differentiated in the memo field. 

It would be great if in such cases additionally the automatic atribution of category could be also dependent on some entries in the memo field.

STEPS TO REPRODUCE
1. 
2. 
3. 

OBSERVED RESULT
Only one default category par payee is possible.

EXPECTED RESULT
More default category par payee to be possible - depending on some content found in the field "memo".

SOFTWARE/OS VERSIONS
Windows: 
macOS: 
Linux/KDE Plasma: 
(available in About System)
KDE Plasma Version: 
KDE Frameworks Version: 
Qt Version: 

ADDITIONAL INFORMATION

Comment 1 Thomas Baumgart 2020-02-08 16:45:51 UTC

In case the amounts differ and are identical from payment to payment: create two scheduled transactions and assign the categories. That will take care of your problem. At least it works for me for several years now for my gas and electricity payments.

Comment 2 macsnail 2020-02-09 13:50:41 UTC

Created attachment 125783 [details]
attachment-4274-0.html

Dear Thomas,

Thank You for the hint, I will try this option, however I see it as a kind
of workaround.
Anyway if it works... then it will be fine!

Thank You

Maciej


On Sat, 8 Feb 2020 at 17:45, Thomas Baumgart <bugzilla_noreply@kde.org>
wrote:

> https://bugs.kde.org/show_bug.cgi?id=417296
>
> Thomas Baumgart <tbaumgart@kde.org> changed:
>
>            What    |Removed                     |Added
>
> ----------------------------------------------------------------------------
>            Severity|normal                      |wishlist
>
> --- Comment #1 from Thomas Baumgart <tbaumgart@kde.org> ---
> In case the amounts differ and are identical from payment to payment:
> create
> two scheduled transactions and assign the categories. That will take care
> of
> your problem. At least it works for me for several years now for my gas and
> electricity payments.
>
> --
> You are receiving this mail because:
> You reported the bug.