[moneydance] getting categories from previous transactions
Howard Luckenbaugh
howard at moneydance.com
Fri Apr 13 20:29:36 EDT 2007
moneydance-info-request at moneydance.com wrote:
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> Today's Topics:
>
> 1. Re: moneydance-info Digest, Vol 45, Issue 7 (Carly Earnshaw)
> 2. Re: getting categories from previous transactions (Jeff Macdonald)
>
>
> ----------------------------------------------------------------------
>
> Message: 1
> Date: Thu, 12 Apr 2007 09:16:42 -0700
> From: "Carly Earnshaw" <carlyearnshaw at gmail.com>
> Subject: Re: [moneydance] moneydance-info Digest, Vol 45, Issue 7
> To: moneydance-info at moneydance.com
> Message-ID:
> <969f61750704120916l2b62b1b3i1e83eef14b90ba84 at mail.gmail.com>
> Content-Type: text/plain; charset=ISO-8859-1; format=flowed
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> 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:
>
>> Send moneydance-info mailing list submissions to
>> moneydance-info at moneydance.com
>>
>> To subscribe or unsubscribe via the World Wide Web, visit
>> http://moneydance.com/mailman/listinfo/moneydance-info
>> or, via email, send a message with subject or body 'help' to
>> moneydance-info-request at moneydance.com
>>
>> You can reach the person managing the list at
>> moneydance-info-owner at moneydance.com
>>
>> When replying, please edit your Subject line so it is more specific
>> than "Re: Contents of moneydance-info digest..."
>>
>>
>> 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
>> **********************************************
>>
>>
>
>
>
>
Sean has just release build 566 which should fix some of these Matching
Issues on new Transactions. So please do a preview release in the
Moneydance Updater extension and it should upgrade you to 566.
--
Thanks for your support of Moneydance
Howard
Moneydance Support
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