https://bugs.kde.org/show_bug.cgi?id=432826
Bug ID: 432826
Summary: GREP(payee name from bank) and replace it with a
predefined name
Product: kmymoney
Version: 5.0.0
Platform: Mint (Ubuntu based)
OS: Linux
Status: REPORTED
Severity: wishlist
Priority: NOR
Component: importer
Assignee: kmymoney-de...@kde.org
Reporter: yardt...@sonic.net
Target Milestone: ---
Please add an important time-saver that has been part of Quicken, MSMoney,
AceMoney and other personal finance software for many years.
KMyMoney downloads payee names from checking and credit card accounts including
all the extra crap that the stores or banks include. Examples:
WAL-MART #2002 GILROY
MCDONALDS F3707 FOSTER C
POS Transaction SQ CAFE DES CROI
Here the payee names includes the store numbers, sometimes their locations,
sometimes transaction type (e.g., "POS"), sometimes something else.
Please add a rule to the OFX importer that uses a list of replacements:
IF PAYEE CONTAINS <user defined regular expression>
THEN REPLACE PAYEE WITH <user defined name>
AND USE CATEGORY <optional>
This is how I'd use it:
IF PAYEE IS "*WAL-MART*"
THEN REPLACE PAYEE WITH "Wal-Mart"
AND USE CATEGORY ""
(here I leave the category empty because I want to enter it later,
e.g., clothes or groceries or tools)
IF PAYEE IS "*MCDONALDS*"
THEN REPLACE PAYEE WITH "McDonalds"
AND USE CATEGORY "Leisure:FastFood"
IF PAYEE IS "*CAFE DES CROI*"
THEN REPLACE PAYEE WITH "Cafe Des Croissants"
AND USE CATEGORY "Leisure:Dining"
Basically I want that the OFX importer uses a table that has the regular
expressions in the first column, the replacement text for the payee in the
second, and optionally the desired category in the third.
Thank you in advance!
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