Find & Replace and/or Import Pre-processing

Discuss New Feature Requests and Enhancements to MMEX

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veaseym
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Find & Replace and/or Import Pre-processing

Post by veaseym »

Congratulations and thanks for all the hard work on a great piece of software. I've moved across from Quicken and am very impressed. One thing that seems to work better for me is transaction importing in a CSV file, however ...

It would be helpful to be able to pre-process a CSV to i) standardise/simplify payee names and ii) pre-allocate MMEX categories
An example for i) is to regex amazon.co.uk*R?????? to Amazon. For ii), I'm importing new transactions into a category called Temporary and then editing.

Have others looked at this questions and are there recommended solutions.

Also, Quicken does have a good find+replace capability where you can filter according to multiple criteria (like the MMEX Transaction Report Filter) and then apply a global Replace to any field - that would be very useful.

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