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Automated categorization
Posted: Tue Apr 08, 2025 9:15 pm
by 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
Re: Automated categorization
Posted: Wed Apr 09, 2025 11:31 pm
by guangong
The pattern of the Payee might help.
payee_pattern.png
Re: Automated categorization
Posted: Sun Apr 13, 2025 3:02 pm
by 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.
Re: Automated categorization
Posted: Tue Apr 15, 2025 8:36 am
by 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
Re: Automated categorization
Posted: Wed Apr 23, 2025 4:45 pm
by mcgyver83
Ok, thanks.
I hope someone else can help here
Re: Automated categorization
Posted: Thu Apr 24, 2025 11:03 am
by guangong
Maybe you can try Payee's last used category option.
Re: Automated categorization
Posted: Sun Apr 27, 2025 8:19 pm
by 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!