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Money Manager - Partial matching for transaction categories

  • 14-01-2015 10:42am
    #1
    tomwalls33
    Registered Users, Registered Users 2 Posts: 1 ✭


    Hi

    Loving the new money manager, a step in the right direction!

    One, what seems major omission (from my perspective), is you cannot partially match transaction descriptions to categories... So transactions that include a transaction Id eg "Just Eat 43216" when you categorize this as "Takeaways" and tell it to apply to all other items, it tries to match exactly "Just Eat 43216" when the other transactions will all have different Ids...

    Is there anyway to set up categories to look for partial matching? eg: match description LIKE "Just Eat" and place in "Takeaway" category?

    Thanks
    Tom


Comments

  • #2
    Bank of Ireland: Sarah
    Closed Accounts Posts: 1,640 ✭✭✭Bank of Ireland: Sarah


    tomwalls33 wrote: »
    Hi

    Loving the new money manager, a step in the right direction!

    One, what seems major omission (from my perspective), is you cannot partially match transaction descriptions to categories... So transactions that include a transaction Id eg "Just Eat 43216" when you categorize this as "Takeaways" and tell it to apply to all other items, it tries to match exactly "Just Eat 43216" when the other transactions will all have different Ids...

    Is there anyway to set up categories to look for partial matching? eg: match description LIKE "Just Eat" and place in "Takeaway" category?

    Thanks
    Tom
    Hi tomwalls33,

    Thank you for contacting us here on Boards and for your great feedback.

    While this option is not currently available on Money Manager, we will certainly pass on your suggestion to our Development team for consideration in any future updates. We appreciate all feedback and thanks for taking the time to send this in to us.

    If you need help with any other query please don't hesitate to contact us.

    Thanks,
    Sarah


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