[Kmymoney-devel] [Bug 272712] New: Option to automatically place transactions in categories by fields other than Payee

[David Alston]

https://bugs.kde.org/show_bug.cgi?id=272712

           Summary: Option to automatically place transactions in
                    categories by fields other than Payee
           Product: kmymoney4
           Version: unspecified
          Platform: Unlisted Binaries
        OS/Version: Linux
            Status: UNCONFIRMED
          Severity: wishlist
          Priority: NOR
         Component: general
        AssignedTo: kmymoney-devel at kde.org
        ReportedBy: david.alston at gmail.com


Version:           unspecified (using KDE 4.6.2) 
OS:                Linux

For some reason my Bank has decided to use what Kmymoney's OFX import sees as
the Payee field for strings that are (for the most part) useless for
auto-assigning categories (eg. "CHK CRD 100").  The Memo field usually has a
better description of who was being paid.

I'd like to reduce the amount of data-entry that I have to do when I import
statements as much as possible.  It would be nice if I could auto-assign
categories based on arbitrary fields so that it can handle cases like...

* If the Memo field has the word "Kroger" in it assign the category "Grocery"
* If the Payment field has the amount $54.66 and Payee matches "CHECK" assign
to category "Internet"

Reproducible: Didn't try

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