[moneydance] getting categories from previous transactions

[Jeff Macdonald]

On 4/13/07, Sean Reilly <sreilly at seanreilly.com> wrote:
>
> On 4/13/07, Jeff Macdonald <macfisherman+md at gmail.com> wrote:
> > > Unfortunately many of the transactions are best matched by the numbers
> > > (like a store number, etc)
> >
> >
> > Could you supply an example? I guess I don't understand why a category
> would
> > be different if I bought something from Shaw's store number 1 from
> Shaw's
> > store number 2.
>
> Rather than "many" I should have said "some."  One example is that my
> wife and I have separate credit cards, but the same bank account.
> When payments appear on these credit cards, they show up with the
> payee field set to:
>   HSBC XXXXXX123456789
> or
>   HSBC XXXXXX987654321
> depending on which card is being paid off.  The numeric part is
> significant when determining whether the category should be set to my
> wife's or my credit card account.


Ah.


> I've also learned never to make assumptions about what financial
> institutions will put into the fields in their customer's downloads.
>
> The new algorithm will take both text and numeric parts into account,
> but now that you mention it I will weight a match on the non-numeric
> part of the description higher than a match on only the numeric part.


Thanks much for listening to my input. I look forward to seeing the
progress.

-- 
Jeff Macdonald
Ayer, MA