[moneydance] Updated/Easier version of categorize_txns.py script

[Don Hoover]

I have used this script quite a bit to get my
transactions organized.

I have made some good enhancements that I think would
be useful and make it better than the version
currently in http://www.moneydance.com/dev/

Here are the changes I made:
1) The version given in /dev looks for an EXACT MATCH
on the payee field.  I changed this to be a match
starting at the beginning of the payee field.  So for
example "PIZZA HUT" will be matched with both "PIZZA
HUT 2923932" and "PIZZA HUT 238438".  I found this is
quite common to have extra numbers or something put in
the payee line from downloaded electronic
transactions..and trying to match these on an EXACT
match was tedious.  Warning, with power comes
responsability: You could accidentally put stuff into
the wrong category if you had too short a match.  For
example: "APPLE" would match both "APPLE COMPUTER" and
"APPLEBEES" and you would not want to put both of
those into the "Dining" category.  Just something to
be careful of.  Its a good idea to use the search bar
at the top of the register to test your search pattern
to get an idea of what transactions would be matched.

2) The script now outputs "DONE" at the end so you
know the run is complete. :)


Script is attached..

Enjoy.
Don
-------------- next part --------------
An embedded and charset-unspecified text was scrubbed...
Name: categorize_txns.txt
Url: http://moneydance.com/pipermail/moneydance-info/attachments/20061102/b1220bcc/categorize_txns.txt