[moneydance] Renaming and categorization

[apastuszak@gmail.com]

I would like this to work on the list of downloaded transactions before I match them and add them.

Andy

Sent via BlackBerry from Cingular Wireless  

-----Original Message-----
From: David Carlson <carlson.dl at sbcglobal.net>
Date: Tue, 24 Apr 2007 14:47:27 
To:General discussion related to Moneydance <moneydance-info at moneydance.com>
Subject: Re: [moneydance] Renaming and categorization

John Lux wrote:
> I started a very similar effort as a Java plugin but have not completed
> it.  I love to see your python script and I'll share my java code when
> and if I ever finish it!
>
> John Lux
>
> -----Original Message-----
> From: moneydance-info-bounces at moneydance.com
> [mailto:moneydance-info-bounces at moneydance.com] On Behalf Of Sonny
> Mounicou
> Sent: Monday, April 23, 2007 7:21 PM
> To: moneydance-info at moneydance.com
> Subject: [moneydance] Renaming and categorization
>
> 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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>   
Gentlemen,

I'm sure many of us would like to have an add-on that makes this a 
simple exercise.  I sure would!  Please continue your efforts.


Dave

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