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List:       kde-bugs-dist
Subject:    [skrooge] [Bug 349976] default categories for payees
From:       Guillaume DE BURE <guillaume.debure () gmail ! com>
Date:       2015-07-07 21:03:25
Message-ID: bug-349976-17878-VphgJzmCSY () http ! bugs ! kde ! org/
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https://bugs.kde.org/show_bug.cgi?id=349976

--- Comment #5 from Guillaume DE BURE <guillaume.debure@gmail.com> ---
Ah sorry, overlooked that you mentionned importing operations. In that case,
you should use the "search and process" capabilities, as this is exactly what
we designed it for :)

1. Define a rule setting the category for each payee for imported operations
(https://docs.kde.org/trunk5/en/extragear-office/skrooge/search_and_process.html)
2. Configure skrooge to apply rules after import : "settings > configure
skrooge > Import / Export > Apply rules on imported operations"

Have a look in the real case study in the documentation, it might give you
clearer directions :
https://docs.kde.org/trunk5/en/extragear-office/skrooge/search_process_real_case.html

I know that at first sight it might seem a bit overkill, but once you master
it, you never want to go back again, I promise :) :) :)

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