wish: auto-assign category from payee

Bug #493162 reported by polc1410
44
This bug affects 8 people
Affects Status Importance Assigned to Milestone
HomeBank
Fix Released
Wishlist
Maxime DOYEN

Bug Description

Feature request:

Could automatic assignments automatically assign a category based on payee, rather than assign a payee and category based on description?

At the current time If I create a transaction with the description: Gas Bill, I can tell HomeBank to automatically assign that to 'British Gas' as a Payee and to make the Category as Utility: Gas. That makes sense (I think!) but from my perspective it'd be more useful like this:

When my bank statement is imported as a QIF file for HomeBank to know that the payee 'British Gas' is mapped to Utility: Gas

Can this be added in a future release?

Thanks

Tags: automation
Revision history for this message
Maxime DOYEN (mdoyen) wrote :

I will see this for sure.

Changed in homebank:
assignee: nobody → Maxime DOYEN (mdoyen)
importance: Undecided → Wishlist
status: New → Confirmed
Revision history for this message
Nick Brown (nickbroon) wrote :

This seems like an essential feature to make moving to homebank easy.

Revision history for this message
Benoit Darrot (benoit-darrot) wrote :

+1 This is a feature I'd like to see in Homebank. (Seen in Microsoft Money)

Revision history for this message
Larry Short (larrshort) wrote :

Please see bug (wish) 844,576, Payee Defaults. If done could add use Payee Defaults check box on import. Get double duty from payee data!

Maxime DOYEN (mdoyen)
tags: added: assignement
tags: added: auto-assign
removed: assignement
Maxime DOYEN (mdoyen)
tags: added: automation
removed: auto-assign
Maxime DOYEN (mdoyen)
summary: - Automatic Assignments - from payee rather than description
+ assign category from payee rather than category or payee by description
Changed in homebank:
milestone: none → 4.6
Maxime DOYEN (mdoyen)
summary: - assign category from payee rather than category or payee by description
+ auto-assign category from payee rather than category & payee from
+ description
Revision history for this message
Maxime DOYEN (mdoyen) wrote : Re: auto-assign category from payee rather than category & payee from description

In4.6 you will be able to:
- search a text into memo or payee with/without case sensitivity
- optionally (with checkbox) assign category, payee and paymode

Changed in homebank:
status: Confirmed → Fix Committed
Maxime DOYEN (mdoyen)
summary: - auto-assign category from payee rather than category & payee from
- description
+ wish: auto-assign category from payee
Maxime DOYEN (mdoyen)
Changed in homebank:
milestone: 5.0.0 → 4.6.0
Maxime DOYEN (mdoyen)
Changed in homebank:
status: Fix Committed → Fix Released
To post a comment you must log in.
This report contains Public information  
Everyone can see this information.

Duplicates of this bug

Other bug subscribers

Remote bug watches

Bug watches keep track of this bug in other bug trackers.