#21 Rule/Regexp-based categories on import.

open
nobody
None
5
2007-12-04
2007-12-04
Sys Admn
No

Most financial packages have the ability to automatically categorize incoming transactions. Typically, during an import, the user can check a box so that all future transactions matching all or part of the description are categorized the same way. For example, my "Kroger" purchases are usually groceries; I can override the code for the few pharmacy purchases I make. Similarly, "Bob Evans" is "Entertainment Restaurant", and "Regal Cinemas" falls into "Entertainment".

Discussion

  • Wyatt
    Wyatt
    2007-12-04

    • labels: 923444 -->
    • milestone: 620038 -->
     
  • Wyatt
    Wyatt
    2007-12-04

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    I can see that this would be useful, but this is more of a feature for import plugins. Core Buddi does not include any import functionality. When entering transactions manually, Buddi already remembers the description, and associated to / from sources and amount.

    Moving this to Plugin requests; I think this would be an excellent feature for the CSV (or potentially QIF) import.

    Cheers