[kmymoney] [Bug 432826] GREP(payee name from bank) and replace it with a predefined name

[Joachim Vobis]

https://bugs.kde.org/show_bug.cgi?id=432826

--- Comment #2 from Joachim Vobis <yardtree at sonic.net> ---
Hello Jack, 

Your email was very helpful. It took me a while to figure out how
matching works (the KMyMoney user guide is  short on this topic). Time
will tell but for now this feature seems to do what I need. 

Thank you very much, 

Joachim 

PS: I am relatively new to Linux (switched from Windows 7 to Mint). I
really appreciate all advice. 

On 2021-02-11 18:38, Jack wrote:

> https://bugs.kde.org/show_bug.cgi?id=432826
> 
> Jack <ostroffjh at users.sourceforge.net> changed:
> 
> What    |Removed                     |Added
> ----------------------------------------------------------------------------
> Status|REPORTED                    |NEEDSINFO
> Resolution|---                         |WAITINGFORINFO
> 
> --- Comment #1 from Jack <ostroffjh at users.sourceforge.net> ---
> While not completely what you want, you can get most of it with existing
> functionality.  Using payee matching, you can match on any consistent
> substring.  (In fact, your examples of "*NAME*" are not regular expressions,
> which would be ".*NAME.*".)  You can also set a default category for new
> transactions for each payee.  You can match on NAME, for example, and it just
> needs to exist anywhere in the field you have chosen to match for the Payee. 
> Matching and selecting a default Category are available in the Payee view.
> 
> Please see if these will work for you, and if not, please provide a more
> specific example of what else you want it to do.

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