how to categorize transactions quickly

Jack ostroffjh at users.sourceforge.net
Wed Aug 24 23:53:23 BST 2022


On 2022.08.24 18:32, Anil F Duggirala via KMyMoney wrote:
> hello,
> I am a new user of KMyMoney.
> Most transactions I have I am importing from csv.
> I am wondering how I can assign categories to these transactions  
> quickly?
> Previously, when using ledger-cli, I used to have a command line  
> script that
> would quickly allow me to go through transactions and assign a  
> corresponding
> account also providing auto-completion.
> How do you assign categories quickly in KMM?
> Is there a way to quickly (using the keyboard maybe) one can run  
> through
> transactions assigning categories?
> 
> thank you,
I don't know of any quick way within the program itself.  However,  
there are two things you can think about which might help in the future.

First, since you import from csv, could you include the category as a  
column in the csv file?

Second, are you aware you can set a default category for each payee?   
Once you do that, any new transaction for that payee will default to  
that category.

Jack


More information about the KMyMoney mailing list