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Assign payee by memo field

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toebo
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Assign payee by memo field

Sat Sep 05, 2020 12:05 pm
Hello,
as a new KMyMoney user I'm trying to optimize my workflow. All imports are done with aqbanking.

There are two similar use cases, where the automatic payee assignment doesn't work for me. Unfortunately in particular with all debit and credit card payments which is about 60% of my charges. That means a lot of boring manual work for me. Also the option in KMyMoney to filter the memo field with regex doesn't work as there is always a filled payee field and so the filter is not used.

To give an example:
a) The relevant entries for a debit card payment from aqbanking:
Code: Select all
transaction {
        char remoteName=$MY_OWN_NAME
        char purpose="KARTENZAHLUNG DEBITKARTE $PAYEE%2F%2$CITY%2FDE 02-SEP-2020 GIROCARD 12345678 123456 ECTL NPIN 12345678901234567 2 31DEC-2021 REF  123456"
}

So all payments are assigned to my own name (which makes no sense for me). And have to be manually assigned to the right payee. But the payee could be easily filtered from the "purpose" with regex. E.g.
Code: Select all
Kartenzahlung Debitkarte.(?:(?!(\/)).)*


b) Similar to this I have a couple of contracts at the same insurance company. But just using the payee it is not possible to assign the several contracts to different categories automatically.

Are there any ideas how to handle these two use cases? I would suppose I'm not the only one having these problems? Of course I would prefer a proper solution integrated into KMyMoney. But I would also appreciate ideas how and where this could be patched into the code as a personal workaround. I already compiled KMyMoney several times and have some knowledge of programming.

My thoughts:
    1) Search in both payee and memo field. E.g. concatenate both fields during importing before filtering for the payees. Could be quite simple?
    2) Manual execution of filtering the memo field. E.g. with a small button in the field for editing the transactions.
    3) Dirty workaround: Hardcode that the memo field is copied to the payee field if a search string occurs as a payee. E.g. $MY_OWN_NAME or $INSURANCE_COMPANY, see above.


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