Advanced option - regex editing for auto-categorization rules

Louie's Avatar

Louie

02 Sep, 2018 01:26 PM

Hi,

A nice feature to help optimize the auto-categorization of transactions would be if we could setup a regular expression for categorization, and also choose which fields to include in the matching process (i.e. Name, memo, tags). Then each user could customize the rules to bypass issues with the way their bank submits transactions or just some atypical transactions that they might have.

So, the rules created by the app would be accessible in some special interface showing the rule (regex and fields) and the category, and the user could alter both.

Louie

  1. 1 Posted by Eduardo on 11 Oct, 2018 09:40 AM

    Eduardo's Avatar

    Will MD ever support rules for auto categorization, auto tagging, auto renaming and etc?
    This is a must feature that almost any money management software offers, that is really dealbreaker and the main supreme purpose for using an management software.

    Hope to see it in MD soon.

  2. Support Staff 2 Posted by Henry on 12 Oct, 2018 06:19 PM

    Henry's Avatar

    Hi,

    Thank you for both of your suggestions for improving Moneydance! I've filed a ticket in our ticketing system and added notes based on your comments, so the developers will be looking into it.

    Henry
    Infinite Kind Support

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