[moneydance] getting categories from previous transactions

[Jeff Macdonald]

Sorry for the long delay. I only do my banking once a week. :)

On 4/23/07, Sean Reilly <sreilly at seanreilly.com > wrote:
>
> On 4/21/07, Jeff Macdonald < macfisherman+md at gmail.com> wrote:
> > 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.
>
> Can you email me a copy of the full payee and memo fields of the
> transaction?  Build 566 evaluates the similarity of payee and memo
> fields to the downloaded values for previous transactions.  If the
> best match found meets a certain threshold then the payee and category
> from the previous transaction are used.  If the payee mainly consists
> of "CheckCard" followed by a number then it may meet that threshold.


I just downloaded transactions, and I notice the last real check I wrote is
being presented as the match:

Description:
Smith Brothers
no memo field data
Category: Home:Maintainence

New transactions:
CHECKCARD 0421 Littleton Citgo

Smith Brothers data shows when I highlight that transaction. In fact any
transaction that starts with CHECKCARD does.
CHECKCARD 0421 Blue Northern
CHECKCARD 0421 Vonage

etc

> Does the developer API allow one to implement their own matching algo?
>
> Not directly,


Feature request: add a hook into the matching algo. :)

-- 
Jeff Macdonald
Ayer, MA