When I import my bank statements, payees in those statements are bank account numbers. I would like to show the real name of the payee instead of that, but I cannot find a way.

It is possible to add a property 'Full name' to the payee table, but I cannot show in the operations view. How to solve this?

Thanks in advance!

Hi,

If I well understand, the imports are done but you have not the right name for payees.
If you let it like this and add a property on payee, you won't be able to see this property in "operations" page.

So, you need to change the name of payees after import.
You can try the "Search & Process" page to do that.

What king of import are you doing? (Just to know if I can improve the import).

Thank you for your quick reply!

My Belgian bank only allows CSV exports and the payee field in the CSV is the bank account number. In the details field there is -among other things, badly formatted- the full name. What I would like to do is to make the link between account number and name the first time such an import for a payee occurs and afterwards see the name of the payee in the operations instead of the bank account number.

When you look at the competition (kmymoney ) :
https://docs.kde.org/trunk5/en/extragear-office/kmymoney/details.payees.personalinformation.html
--> Transaction Matching Settings

Something like that is what I am looking for.

Search&Process can be used, but feels convoluted (extra clicks etc) and you lose information: later on you cannot find the bank account number for that payee anymore unless you go through all search&process rules.

I don't see other option than "Search & Process".
You just have to declare some rules and they will be executed after each import.
So, you have to do it only one time.

Ok, thank you for the information! Perhaps it can be included as a feature request?

I created a wishlist item: https://bugs.kde.org/show_bug.cgi?id=397050