[kmymoney] [Bug 452386] New: Payee should be able to be matched on memo

Jonatan Cloutier bugzilla_noreply at kde.org
Fri Apr 8 04:16:13 BST 2022


https://bugs.kde.org/show_bug.cgi?id=452386

            Bug ID: 452386
           Summary: Payee should be able to be matched on memo
           Product: kmymoney
           Version: 5.1.2
          Platform: Other
                OS: Linux
            Status: REPORTED
          Severity: wishlist
          Priority: NOR
         Component: importer
          Assignee: kmymoney-devel at kde.org
          Reporter: cloutier.jo at gmail.com
  Target Milestone: ---

When importing using ofx file, as bank formats are all mixed up and sometimes
even in a single file. It would be helpful to be able to match a payee on
either the "name" or the "memo" field. I currently have in a single account
transaction that looks like.

      <NAME>FEES                           
      <MEMO>SHOP NAME 
...
      <NAME>INTERETS          
      <MEMO>10.00

I know there is the option when manually importing an ofx file to select the
payee field, but as I need both in the same import, it doesn't really help.
Furthermore, I almost never manually import it using "webconnect" and having
kmymoney open from the downloaded file which doesn't let me choose that value.

As a side suggestion, when importing using memo field, the name field should be
saved as memo otherwise we sometimes lose an information.

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