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

David Alston david.alston at gmail.com
Thu Jan 5 16:47:50 UTC 2012


--- Comment #11 from David Alston <david alston gmail com>  2012-01-05 16:47:50 ---
I'm more interested in automatically assigning the Category based on arbitrary
fields than setting which field is the Payee.  The latter is a very welcome
feature and I'm glad that Thomas has written it into kmymoney, but the
assignment of Categories is what takes most of my time when I'm importing bank

I had an idea that Categories could be treated like mail filter rules in an
email application (eg. Setup a "Grocery" rule that applies the "Grocery"
category to anything that matches "Kroger" or "Aldi" and "Debit > $10", etc..)
but that might require much more effort to add.

As long as I have a way to automatically set a Category by matching against at
least one arbitrary field in a transaction (not just the Payee field) then I'll
be able to import my data into kmymoney with much less effort.

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