Manual payee matching rules

I have a carefully curated list of payees. Setting the payee automatically from Synci doesn't match my rules and creates a lot of "wrong" payees which means I have to manually update them afterwards, so I have that functionality switched off.

Having manual matching rules would make the functionality super useful again and save me a lot of time. I'll leave the implementation to you, but my idea would be to allow a list of mappings like so:

Source regex (matches on memo field, and/or maybe sender/recipient?) β†’ target payee (plain text, or select from YNAB payee list to be fancy)

The payee rules should be the same for all source accounts since payees are shared across accounts in YNAB.

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Upvoters
Status

In Progress

Board

πŸ’‘ Feature Request

Date

8 months ago

Author

Martin

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