HomeBank

Auto assingment: search in other fields other than "description"

Asked by João Almeida

Hello. My bank provides a csv file format which is not recognized by Homebank. I use a python script, coded by someone else, to convert it to qif. So far so good. However, in the transaction list, both the csv and the qif files have the "description" field empty, but the "payee" field is filled.

So my question is, how can I assign categories automatically when the "description" field is empty, and only "payee" is filled? What can I do? Thanks

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HomeBank Edit question
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Solved by:
Maxime DOYEN
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This question was originally filed as bug #697954.

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Maxime DOYEN (mdoyen) said : 		#1

this is a question, not a bug.

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Best Maxime DOYEN (mdoyen) said : 		#2

I think the best solution is to modify the python script and fill the description.
The auto-assignment is for the moment only possible from description field.

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João Almeida (joao-lnsa) said : 		#3

That is exactly what I just did yes, thank you.
However, I do believe that Homebank could have more advanced auto-assignment features, let me just suggest a few:

search text in any field
matching rules like: if transaction value is x and/or payee is y, assign it to a given category
if description is x, assign payee y

etc

Thanks anyway