[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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