Bug 439377

Summary: Variables to fill in the "Memo" field (and other fields, too)
Product: [Applications] kmymoney Reporter: Unknown <null>
Component: generalAssignee: KMyMoney Devel Mailing List <kmymoney-devel>
Status: REPORTED ---    
Severity: wishlist CC: me
Priority: NOR    
Version: unspecified   
Target Milestone: ---   
Platform: Other   
OS: Other   
Latest Commit: Version Fixed In:
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Description Unknown 2021-07-01 17:10:14 UTC 
SUMMARY

It would be a very handy functional enhancement of KMyMoney if formulas and variables could be used to fill in the Memo field (and other fields, too).


EXAMPLE

My health insurance company debits 10$ from my bank account on November 1st 2020. Then I use aqBanking to sync my account. It would be great if I could define a formula including variables which is used to fill in the Memo field.

The formula to fill the Memo field would look like this: "Health insurance fee %yyyy%.%mm%"

The result in the Memo field would look like this: "Health insurance fee 2020.11"

The variable %yyyy% would fill in the year and the variable %mm% would fill in the month when the debit occurred on by online bank account.

This would be very handy especially with recurring transactions, because filling in a Memo could be automated with this approach and there would be no need anymore to fill in the Memo manually.
Comment 1 Unknown 2021-07-01 17:19:14 UTC 
This could be combined with more advanced If-This-Then-That renaming rules, which would be a very very powerful feature of KMyMoney.

A rule could structurally look like this:

IF
payee="My Insurance Company"
THEN
replace content of Memo field with "Health insurance fee %yyyy%.%mm%"
Comment 2 Dawid Wróbel 2021-07-01 19:44:24 UTC 
What you're specifically looking at is to schedule a recurring transaction with such templated memo ("Health insurance fee %yyyy%.%mm%"), and then have KMyMoney automatically match it each month after you download the transactions with aqbanking.

I am not aware of templates taking variables at this point, but it is a reasonable suggestion.

Regarding the ITTT rules engine: https://invent.kde.org/office/kmymoney/-/issues/25
Comment 3 Unknown 2021-07-02 10:41:25 UTC 
Yes, a ITTT rules engine like you have suggested it in your linked post. Augmented by variables like I have suggested.

If this would be a powerful engine like the one you have also linked in your post (https://lunchmoney.app/features/rules), then various fields could be modified by this engine, not being restricted to the Memo field.

To make this optional as a plugin is a great idea.