[moneydance] getting categories from previous transactions

[Jeff Macdonald]

566 doesn't seem to help. It seems to introduce a new thing. Apparently
MoneyDance views any transaction that starts with CheckCard as a payment to
my Dentist. It re-writes the Description to 'Dentist' and sets the category
for whatever the Dentist category is.

Does the developer API allow one to implement their own matching algo?



On 4/13/07, Howard Luckenbaugh <howard at moneydance.com> wrote:
>
> moneydance-info-request at moneydance.com wrote:
> > Send moneydance-info mailing list submissions to
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> > than "Re: Contents of moneydance-info digest..."
> >
> >
> > 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
> >
> > 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
>
> _______________________________________________
> moneydance-info mailing list
> moneydance-info at moneydance.com
> http://moneydance.com/mailman/listinfo/moneydance-info
>



-- 
Jeff Macdonald
Ayer, MA