[moneydance] moneydance-info Digest, Vol 45, Issue 7
Carly Earnshaw
carlyearnshaw at gmail.com
Thu Apr 12 12:16:42 EDT 2007
Does anyone know if there's a way I can sync Moneydance (on a Mac) with
Ascendo Money on my Blackberry? Conversely, does anyone know of another
Blackberry compatible mobile program that will sync with Moneydance?
Thanks.
--Carly
On 4/12/07, moneydance-info-request at moneydance.com <
moneydance-info-request at moneydance.com> wrote:
>
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> Today's Topics:
>
> 1. getting categories from previous transactions (Jeff Macdonald)
> 2. Re: getting categories from previous transactions (Scott Lambert)
> 3. Re: getting categories from previous transactions (Sean Reilly)
> 4. MD 565 - Dowlnloaded transaction matching broken? (Brett Johnson)
> 5. Re: MD 565 - Dowlnloaded transaction matching broken?
> (Andy Sutton)
> 6. Re: MD 565 - Dowlnloaded transaction matching broken?
> (Andy Sutton)
>
>
> ----------------------------------------------------------------------
>
> Message: 1
> Date: Wed, 11 Apr 2007 21:17:20 -0400
> From: "Jeff Macdonald" <macfisherman+md at gmail.com>
> Subject: [moneydance] getting categories from previous transactions
> To: moneydance-info at moneydance.com
> Message-ID:
> <45ae90370704111817p31efcea8sacecbe7f7208513a at mail.gmail.com>
> Content-Type: text/plain; charset=ISO-8859-1; format=flowed
>
> I thought 2007 would of solved this, but categories matching from previous
> transactions are not matched at all. For example:
>
> SHAW'S SUPERMA 01/16 #000988600
>
> I of course put personal:groceries. Another shopping trip and
>
> SHAW'S SUPERMA 03/21 #000111211
>
> I once again have to put personal:groceries
>
> this gets old pretty fast.
>
> I suppose there are some businesses with that have numbers in them, but I
> imagine the majority of entries use words or have at least a word or two,
> so
> why not have MoneyDance simply scrub numbers and create indexes based on
> alpha words. Something like this: (code in perl)
>
> $description=~s/\d+//g;
> category_index($chosen_category,$description);
>
>
>
>
>
> --
> Jeff Macdonald
> Ayer, MA
>
>
> ------------------------------
>
> Message: 2
> Date: Wed, 11 Apr 2007 22:04:34 -0500
> From: Scott Lambert <lambert at lambertfam.org>
> Subject: Re: [moneydance] getting categories from previous
> transactions
> To: General discussion related to Moneydance
> <moneydance-info at moneydance.com>
> Message-ID: <20070412030434.GB90195 at sysmon.tcworks.net>
> Content-Type: text/plain; charset=us-ascii
>
> On Wed, Apr 11, 2007 at 09:17:20PM -0400, Jeff Macdonald wrote:
> > I thought 2007 would of solved this, but categories matching from
> previous
> > transactions are not matched at all. For example:
> >
> > SHAW'S SUPERMA 01/16 #000988600
> >
> > I of course put personal:groceries. Another shopping trip and
> >
> > SHAW'S SUPERMA 03/21 #000111211
> >
> > I once again have to put personal:groceries
> >
> > this gets old pretty fast.
>
> The ones that bug me to death have the month/day in front of the store
> name.
>
> --
> Scott Lambert KC5MLE Unix
> SysAdmin
> lambert at lambertfam.org
>
>
>
> ------------------------------
>
> Message: 3
> Date: Thu, 12 Apr 2007 09:20:43 +0100
> From: "Sean Reilly" <sreilly at seanreilly.com>
> Subject: Re: [moneydance] getting categories from previous
> transactions
> To: "General discussion related to Moneydance"
> <moneydance-info at moneydance.com>
> Message-ID:
> <742de1190704120120h39780f02o666a672f6f28a66a at mail.gmail.com>
> Content-Type: text/plain; charset=UTF-8; format=flowed
>
> On 4/12/07, Jeff Macdonald <macfisherman+md at gmail.com> wrote:
> > I thought 2007 would of solved this, but categories matching from
> previous
> > transactions are not matched at all. For example:
> >
> > SHAW'S SUPERMA 01/16 #000988600
> >
> > I of course put personal:groceries. Another shopping trip and
> >
> > SHAW'S SUPERMA 03/21 #000111211
> >
> > I once again have to put personal:groceries
> >
> > this gets old pretty fast.
> >
> > I suppose there are some businesses with that have numbers in them, but
> I
> > imagine the majority of entries use words or have at least a word or
> two, so
> > why not have MoneyDance simply scrub numbers and create indexes based on
> > alpha words. Something like this: (code in perl)
>
> Unfortunately many of the transactions are best matched by the numbers
> (like a store number, etc) so it requires a combination of the two.
> If you update to the "preview release" of Moneydance (install the
> Updater extension, then change the settings by clicking the extensions
> toolbar icon) it will be more aggressive when matching online
> transactions with previously downloaded transactions in order to
> figure out the default category.
>
> The new matching algorithm gives each similar transaction a score based
> on:
> 1) exact (but case insensitive) match
> 2) substring match (if over a certain length)
> 3) match starting from the beginning (would match the transactions
> you provided)
> 4) match starting from the end (would match transactions with things
> like a 'store number' on the end)
>
> The parameters for this scoring need to be dialed back a bit since
> some people are getting incorrect matches in the current preview
> release, even when there is only a slight similarity. This will be
> improved in the next update to the preview version.
>
> Thanks,
> Sean
>
>
> ------------------------------
>
> Message: 4
> Date: Thu, 12 Apr 2007 08:36:27 -0600
> From: Brett Johnson <brett at hp.com>
> Subject: [moneydance] MD 565 - Dowlnloaded transaction matching
> broken?
> To: moneydance-info at moneydance.com
> Message-ID: <1176388587.21856.4.camel at localhost.localdomain>
> Content-Type: text/plain
>
> Hey all,
>
> I just upgraded to 565 last night, and tried to enter some downloaded
> transactions into a checking account, but the matching algorithm seems
> to be completely broken (compared to 564), and if it can't find a match,
> I have to override the payee field on every transaction. I went back to
> 564 (by renaming moneydance.bak to moneydance.jar), and the problem no
> longer appears.
>
> Is anyone else seeing this? I'm running MD on Linux (Ubuntu edgy).
>
> Thanks!
> --
> Brett Johnson <brett at hp.com>
>
>
>
> ------------------------------
>
> Message: 5
> Date: Thu, 12 Apr 2007 09:39:29 -0500
> From: Andy Sutton <newslists at pessimists.net>
> Subject: Re: [moneydance] MD 565 - Dowlnloaded transaction matching
> broken?
> To: brett at fc.hp.com, General discussion related to Moneydance
> <moneydance-info at moneydance.com>
> Message-ID: <1176388769.6064.22.camel at sutton-laptop>
> Content-Type: text/plain
>
> On Thu, 2007-04-12 at 08:36 -0600, Brett Johnson wrote:
> > Is anyone else seeing this? I'm running MD on Linux (Ubuntu edgy).
>
> Yup. Also Ubuntu Edgy Eft. (Feisty Fawn is out this month!)
>
> --
> - Andy
>
> One of the advantages of being disorderly is that one is
> constantly making exciting discoveries.
> - AA Milne
>
>
>
> ------------------------------
>
> Message: 6
> Date: Thu, 12 Apr 2007 09:39:29 -0500
> From: Andy Sutton <newslists at pessimists.net>
> Subject: Re: [moneydance] MD 565 - Dowlnloaded transaction matching
> broken?
> To: brett at fc.hp.com, General discussion related to Moneydance
> <moneydance-info at moneydance.com>
> Message-ID: <1176388769.6064.22.camel at sutton-laptop>
> Content-Type: text/plain
>
> On Thu, 2007-04-12 at 08:36 -0600, Brett Johnson wrote:
> > Is anyone else seeing this? I'm running MD on Linux (Ubuntu edgy).
>
> Yup. Also Ubuntu Edgy Eft. (Feisty Fawn is out this month!)
>
> --
> - Andy
>
> One of the advantages of being disorderly is that one is
> constantly making exciting discoveries.
> - AA Milne
>
>
>
> ------------------------------
>
> _______________________________________________
> moneydance-info mailing list
> moneydance-info at moneydance.com
> http://moneydance.com/mailman/listinfo/moneydance-info
>
> End of moneydance-info Digest, Vol 45, Issue 7
> **********************************************
>
--
Carly Earnshaw, M.A.
Registered Marriage and Family Therapist Intern #52170
946 Irving Street
San Francisco, CA 94122
carlyearnshaw at gmail.com
www.sunsetpsychotherapy.com
(415) 261-2989 (c)
Supervised by Dr. Fred Rozendal PSY#10271
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