[moneydance] Renaming and categorization

Sonny Mounicou sonny at mounicou.com
Mon Apr 23 20:20:42 EDT 2007


I wrote a python script that works as a plugin to auto rename entries 
based on a list and put them in the correct categories.  There are three 
comma separated lists, one with a name to match, another with the 
friendly name to use, and the third is the category.  When I download 
entries from my bank, they look like "0331WSJ*       NY".   My script 
will match WSJ for instance, turn it into "Wall Street Journal", and 
categorize it as "Entertainment:Subscriptions".  It works very well and 
parses through the list very quickly.  I'll be happy to send it to 
anyone that is interested, or it can be hosted to.  It was hacked 
together quickly, so don't expect it to be pretty.  It currently has one 
bug.  If you use a category that doesn't exist, it chokes.  I haven't 
taken the time to fix it, and may or may not.  The next mandatory 
feature that I plan to add is that it will parse the "0331" and update 
the transaction date to March 31.  The date that it posts at my bank is 
not the date of the transaction.  Let me know if anyone is interested.


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