Automated Category and Payee

[spillaip]

MMEX is a productive tool, I find it immensely useful. Thank you for all the contributors.

I am looking forward for this features:

By analyzing the Notes column, the system can identify similar transactions and suggest them when you enter a payee and category. This automates repetitive tasks, saving you valuable time.

The 'Derive category from payee' setting in Other options works for new transactions, but not when editing existing ones.

[spillaip]

In the Payee definition screen, I find ability to assign a default category. Also, find matching possibility including notes. My question is does MMex expect payee column sent or it can find out from the description column itself?

[guanlisheng]

So far, I think we don’t have such intelligent capacity yet.