Import rules

[Bertus Blunder]

Me again !
So I'm a new v4.x user. Before I worked with AceMoney but reporting and statistics aren't the best features in this sowftware. That's why I have choosen for iCash... but...
My most used feature in AceMoney was the possibility tho give rules to the import opertion.

Forgive me my bad english... but a little copy & past from the AceMoney doc will help me explaining the problem...


Import rules
Import rules automate process of assigning categories and payees to the transactions imported from QIF or OFX files. You need to specify a search string and AceMoney will replace a payee and category provided by bank with the one that you want if that search string is found in any field of imported transaction.

For example if the imported transaction contains EXXONMOBIL PAYAT PUMP in the transaction description, you can define a rule searching for "Exxon" and replacing payee with "Exxon" and category with "Automobile:Gasoline". The search is case insensitive, so AceMoney will match the rule with transaction and assign the selected payee and category to this transaction automatically. Such transaction will be imported as a withdrawal for "Exxon" using "Automobile:Gasoline" category.

Import rules work with all OFX and QIF files. Search is case insensitive. You don't need to specify the whole string, just any part of it is enough. However try to avoid very short strings, the rule may be applied to the transactions you don't want to.

Any help about this?

[stanbusk]

I take note.