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Default category on payees not used in import

Posted: Thu Jan 15, 2026 2:28 pm
by gvida
HI

The default category defined on a payee 'RELAY' is not used to fill the category of a transaction with payee ='RELAY' and category =''.
The transaction is imported from iqf file.

Is there something I have done not properly ?

thanks for your input


mmex Version: 1.9.1 64 bits
Linux 6.12.48+deb13-amd64 x86_64 X-CINNAMON (X11)

Re: Default category on payees not used in import

Posted: Thu Jan 15, 2026 7:21 pm
by Renato

Re: Default category on payees not used in import

Posted: Fri Jan 16, 2026 8:44 am
by gvida
Hi

I am not sure to understand what you want me to do. I am at the latest version 1.9.1.

regarding my "bug?", the automatic category allocation based on the payees setting is mandatory to avoid manual process when import from bank having categories that do not relate how I would like to analysis my transaction.

Please can you confirm if this should work or not ?

Thanks

Georges

Re: Default category on payees not used in import

Posted: Fri Jan 16, 2026 10:08 am
by Renato
I pointed out to you that a new MMEX version (beta) might solve your problem.
Please download this version or wait until it is released (soon).