[moneydance] learn mappings for imported transactions
Tom Metro
tmetro+moneydance at gmail.com
Sun Apr 27 14:42:39 EDT 2008
Does Moneydance have the ability to learn mappings for imported
transactions?
I've only imported data a few times, but I haven't seen any evidence of
this yet.
The ideal implementation has the intelligence to match a user specified
payee to a payee line supplied from the bank that may include variable
data, like transaction numbers, and will also optionally replace the
memo line, which often contains junk data (one of my accounts gets
"CHECK NUMBER" on the memory line of every online payment).
Also important is the ability to specify which payee strings are
generic, and should always prompt the user to specify a correct payee.
(If you don't do this, you inevitably end up with these generic payees
getting added to the list of payees.)
-Tom
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