Bug 452386

Summary: Payee should be able to be matched on memo
Product: [Applications] kmymoney Reporter: Jonatan Cloutier <cloutier.jo>
Component: importerAssignee: KMyMoney Devel Mailing List <kmymoney-devel>
Status: REPORTED ---    
Severity: wishlist    
Priority: NOR    
Version: 5.1.2   
Target Milestone: ---   
Platform: Other   
OS: Linux   
Latest Commit: Version Fixed In:
Sentry Crash Report:

Description Jonatan Cloutier 2022-04-08 03:16:13 UTC
When importing using ofx file, as bank formats are all mixed up and sometimes even in a single file. It would be helpful to be able to match a payee on either the "name" or the "memo" field. I currently have in a single account transaction that looks like.

      <NAME>FEES                           
      <MEMO>SHOP NAME 
...
      <NAME>INTERETS          
      <MEMO>10.00

I know there is the option when manually importing an ofx file to select the payee field, but as I need both in the same import, it doesn't really help.
Furthermore, I almost never manually import it using "webconnect" and having kmymoney open from the downloaded file which doesn't let me choose that value.

As a side suggestion, when importing using memo field, the name field should be saved as memo otherwise we sometimes lose an information.