Automated categorization

[mcgyver83]

Hi all, I'm a new user

In my expenses xls file from bank, I have a column with a text.
Would be nice to being able to define rules to automatically set MMEX Category field

[guangong]

The pattern of the Payee might help.

payee_pattern.png (167.54 KiB) Viewed 18081 times

[mcgyver83]

Thanks for the reply but I don't get it.
I can set "match patterns on Import" for each Payee but what I should write there?

Example: I have a column in my excel that contains the string "payment for my broker that is my friend".
What I should write in the pattern to automatically assign this "operation" to "broker" payee?
I mean: should I add in the "pattern" something like "*broker*" ?


Second question: I want to automatically set "the category" of imported operations.
During the import (from CSV file) I can define which "column" correspond to category but I cannot set a pattern for it.

[guangong]

*broker* would match your case here: "payment for my broker that is my friend" and attribute it to the existing "broker" payee.

no idea on cateogry

[mcgyver83]

Ok, thanks.
I hope someone else can help here

[guangong]

Maybe you can try Payee's last used category option.

[mcgyver83]

Could be an option.
I mean I have an excel file exported from my home banking site.
I can map the `payee` field on the excel column that contains transaction details where usually there is something that refers to the payee.
So I can configure `payee` pattern to automatically assign a movement to a payee and in this way the last used category is applied (and I'm fine with this).

Thanks!

[gvida]

HI is that seeting worked fine ? are you able to set automaticaly category base on the template you diffined ? if Yes can you detail how you proceed ?

[mcgyver83]

HI is that seeting worked fine ? are you able to set automaticaly category base on the template you diffined ? if Yes can you detail how you proceed ?

No, no luck.
Suggestion above would assign automatically a °payee° not a category.
`last used category` partially solve my need for payee that are really coupled with a category.

I'm still open to suggestions.