Is there a way to define patterns, such as those with wildcards or regex, to explicitly specify a relation between Descriptions, Payees, and Categories?
Specifically, something like the Auto Assign feature of HomeBank, where you manually prompt it to auto-assign categories / payees for transactions that do not already have them assigned.

I know that KMyMoney will fill in the category if I enter in a Payee that has already been entered.
However, I am importing QFX files from my online banking that lists descriptions which includes the transaction number. KMyMoney imported the description into both the payee and the description (though it may be the QFX file's fault - I need to check), which makes a new Payee for each category and does not seem to match general description patterns (i.e. "Grocery Store X #12345678).

And if there is such a feature, is there a rule set / database that is already available for the main account template? (Not probable if people use different categories, but worth a shot to ask)

Please take a look at the manual which should describe what you are looking for.

Hi,

I am also looking for an Auto Assign feature
I tried to associated a payee (TaM for example) with a particular memo (TAM) but I don't understand why it doesn't match

on the following figure, you can see that I want that the payee is "TaM" when "TAM" is in the memo


on this figure, you can see that the payee "TaM" is not assigned to the imported transaction with "TAM" in the memo


transactions are imported using a qif file
the beginning of this file looks like that

!Type:Bank
D03/05/2013
T-48.00
MPAIEMENT CARTE 300413 34 TAM CT 8403206
^

can you tell me what is wrong ?
thank you

Hi,
I think I found how to solve my problem

I have to modify my qif file in order to have this

!Type:Bank
D03/05/2013
T-48.00
MPAIEMENT CARTE 300413 34 TAM CT 8403206
PPAIEMENT CARTE 300413 34 TAM CT 8403206

instead of this

!Type:Bank
D03/05/2013
T-48.00
MPAIEMENT CARTE 300413 34 TAM CT 8403206
^

now I have all the data in kmm, the matching is in fact made with the "P line" and the memo is kept with the "M line"

I don't know if it it the best way to solve this problem but it works