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csv import: template matching rules #746

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deadlocker8 opened this issue Apr 26, 2023 · 0 comments
Open

csv import: template matching rules #746

deadlocker8 opened this issue Apr 26, 2023 · 0 comments

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@deadlocker8
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  • Allow to specify rules to match transactions from csv to a template.
  • Match by column "name"
  • Match by exactl string (but ignore case) OR match with wildcards
  • Automatically show matched template in csv import overview but allow manual override
  • Allow to specify what should be used as "name" in the new transaction from template
  • example:
    • name column in csv "LIDL sagt danke"
    • match with template "Groceries"
    • how to deal with name in the new transaction from template: use name "LIDL"
      • allow 1:1 use of name from csv
      • allow use of name from template
      • text input for manuel override
@deadlocker8 deadlocker8 self-assigned this Apr 26, 2023
@deadlocker8 deadlocker8 changed the title csv import: temnplate matching rules csv import: template matching rules Apr 26, 2023
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