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#73 Import: automatically link to accounts

closed
nobody
None
5
2016-11-03
2009-05-08
No

It'd be useful to be able to define some rules to automatically select accounts for imported transactions.

This way you don't have to select accounts for imported instances of recurring payments/income.

Discussion

  • Arnout Engelen

    Arnout Engelen - 2009-05-09

    As an initial implementation, we could just match the 'memo' field with a regex. I'd be willing to give this a shot. Right now I think it should look something like this:

    Data model: add an 'ImportPattern' StoredObject with the pattern/regex, the Account those lines should be linked to, and an index (because this should be an ordered list).

    Logic: The logic could be called in ImportTwo#getSettings(). Instead of just attaching the 'default' account, first walk though the ImportPattern to see if any of those match.

    UI: A 'Patterns...' button could be added to the 'Modify Transactions', the second tab of the 'import' wizard. It would open a popup in which ImportPatterns can be modified, reordered, deleted and added. It could have 'close' and 'apply' buttons: the former would just close the window, the latter would execute the automatic linkage logic again.

    Does this sound like a reasonable approach?

     
  • Arnout Engelen

    Arnout Engelen - 2009-05-14

    Preliminary patch: defining an applying works, but the UI needs work, patterns are not yet saved to the database and not applied initially

     
  • Craig Cavanaugh

    Craig Cavanaugh - 2016-11-03
    • status: open --> closed
    • Group: --> Next_Release_(example)
     
  • Craig Cavanaugh

    Craig Cavanaugh - 2016-11-03

    Implemetned with Bayes matching

     

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