| Summary: | Allow to auto-update category based on Payee | ||
|---|---|---|---|
| Product: | [Applications] kmymoney | Reporter: | Suresh PB <spillaip> |
| Component: | general | Assignee: | KMyMoney Devel Mailing List <kmymoney-devel> |
| Status: | REPORTED --- | ||
| Severity: | wishlist | ||
| Priority: | NOR | ||
| Version: | git (master) | ||
| Target Milestone: | --- | ||
| Platform: | Other | ||
| OS: | Microsoft Windows | ||
| Latest Commit: | Version Fixed In: | ||
| Sentry Crash Report: | |||
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Description
Suresh PB
2022-07-31 12:23:48 UTC
Please be a bit more specific about what you are asking for. Are you asking to automatically assign the category for a new transaction to the default category for the payee for that transactions? That is how it works now. Is it not working for you? Are you asking to set the category for old transactions with missing categories where the payee has a default category? There are probably multiple ways to filter the ledger to find those those transactions (at least within a single account) and then edit them all to set the category. I know that doesn't currently work in master, but enabling editing multiple transactions is being worked on. Thanks for clarifying. Are you asking to automatically assign the category for a new transaction to the default category for the payee for that transactions? That is how it works now. Is it not working for you? [Response] Yes, this is working fine. Bank statements generally does not match the payee, so this feature is not purposed most. Are you asking to set the category for old transactions with missing categories where the payee has a default category? There are probably multiple ways to filter the ledger to find those those transactions (at least within a single account) and then edit them all to set the category. I know that doesn't currently work in master, but enabling editing multiple transactions is being worked on. [Response] Facility to automatic assignment for "UNCATEGORIZED" transactions with default is useful. Most bank transactions contain random numbers along with some standard text. Using the standard text, I map the payee and category. Due to its combination of standard text and dynamic number, import does not facilitate automatic mapping. When a menu option is provided, on demand based on payee, default category can be assigned. Hope this helps. Thanks for clarifying. Dear Bug Submitter, This bug has been in NEEDSINFO status with no change for at least 15 days. Please provide the requested information as soon as possible and set the bug status as REPORTED. Due to regular bug tracker maintenance, if the bug is still in NEEDSINFO status with no change in 30 days the bug will be closed as RESOLVED > WORKSFORME due to lack of needed information. For more information about our bug triaging procedures please read the wiki located here: https://community.kde.org/Guidelines_and_HOWTOs/Bug_triaging If you have already provided the requested information, please mark the bug as REPORTED so that the KDE team knows that the bug is ready to be confirmed. Thank you for helping us make KDE software even better for everyone! <quote> Using the standard text, I map the payee and category. Due to its combination of standard text and dynamic number, import does not facilitate automatic mapping. </quote> Using this "standard text" and a regular expression you should be able to automatically select the payee during import and with that the category. Isn't that working for you? (In reply to Thomas Baumgart from comment #4) > <quote> > Using the standard text, I map the payee and category. Due to its > combination of standard text and dynamic number, import does not facilitate > automatic mapping. > </quote> > > Using this "standard text" and a regular expression you should be able to > automatically select the payee during import and with that the category. > Isn't that working for you? I am unable to make it to work. |