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Automatically set category

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darkman
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Automatically set category

Tue May 22, 2012 12:57 am
Hello,

i cannot understand if this is possible or not in skrooge. In Kmymoney it's possible (but i don't like it and i have some problem with it)
I've a file .csv that i want to import. I would like to create some rules like as:
"if the description is <blablbalba> put in the category <blablabla>".

Is it possible? if so, how?
I searched a lot and i didn't find anything.
If someone of you is able to do it, can he explain me step-by-step how to do it?

-------
An example of operation that i would like to "categorize". Suppose i've bought some train ticket.
The description would be something like: "SNCF ticket <bla bla bla>". I'd like to make a rule such that if is finding "SNCF" in the description then it has to put automatically in the category "Train ticket".
-------

if is it possible, what i've to do exactely?
(maybe is not so trivial, maybe i need a workaround as kmymoney, etc... i just need an explication; it doesn't matter the way to do it)

thanks in advance.


My belly is full of theory but when I play I forget it all - Al di Meola
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darkman, proud to be a member of KDE forums since 2008-Nov.
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gdebure
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Re: Automatically set category

Tue May 22, 2012 9:31 pm
Well that's rather exactly why we created the "search and process" module ^-^

First a link to the doc : http://docs.kde.org/development/en/extr ... ocess.html

If this explanation is not clear enough, feel free to get back to us !

PS : nice musical tastes >:D


Skrooge, a personal finances manager powered by KDE4
http://skrooge.org
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darkman
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Re: Automatically set category

Wed May 23, 2012 8:19 am
:o

it is very easy. thanks! much more easier than kmymoney.
i didn't realize that "that" was the right way to do it.
The Italian translation of the button in the left panel confused me a bit.

ok, perfect.
thank you so much.


My belly is full of theory but when I play I forget it all - Al di Meola
--------------
darkman, proud to be a member of KDE forums since 2008-Nov.


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