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

[Joel Madero]

Sometimes new users are in the best position to modify documentation to
make it easier for everyone else. If you have the time and want to have
a go at it, Linux is all about the community, it takes a village.

On 2/20/21 10:51 AM, Joachim Vobis wrote:
> 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.