SUMMARY *** NOTE: If you are reporting a crash, please try to attach a backtrace with debug symbols. See https://community.kde.org/Guidelines_and_HOWTOs/Debugging/How_to_create_useful_crash_reports *** When Payee is setup for Default Category, allow auto-update of category. STEPS TO REPRODUCE 1. Open Payee and define Default category 2. In the Ledger, if the category is unassigned, default automatically. 3. OBSERVED RESULT None EXPECTED RESULT When Payee is set with default category, provide ability to autopopulate the category for transactions with the given payee. This could be a menu option under category or elsewhere. Similar to "Tools->consistency check" an option can be provided to auto-populate Categories based on Payee. SOFTWARE/OS VERSIONS Windows: macOS: Linux/KDE Plasma: (available in About System) KDE Plasma Version: KDE Frameworks Version: Qt Version: ADDITIONAL INFORMATION
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.
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<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.