Sometimes new users are in the best position to modify documentation to
make it easier for everyone else. If you have the time and want to have
a go at it, Linux is all about the community, it takes a village.

On 2/20/21 10:51 AM, Joachim Vobis wrote:
https://bugs.kde.org/show_bug.cgi?id=432826

--- Comment #2 from Joachim Vobis <yardt...@sonic.net> ---
Hello Jack,

Your email was very helpful. It took me a while to figure out how
matching works (the KMyMoney user guide is  short on this topic). Time
will tell but for now this feature seems to do what I need.

Thank you very much,

Joachim

PS: I am relatively new to Linux (switched from Windows 7 to Mint). I
really appreciate all advice.

On 2021-02-11 18:38, Jack wrote:

https://bugs.kde.org/show_bug.cgi?id=432826

Jack <ostrof...@users.sourceforge.net> changed:

What    |Removed                     |Added
----------------------------------------------------------------------------
Status|REPORTED                    |NEEDSINFO
Resolution|---                         |WAITINGFORINFO

--- Comment #1 from Jack <ostrof...@users.sourceforge.net> ---
While not completely what you want, you can get most of it with existing
functionality.  Using payee matching, you can match on any consistent
substring.  (In fact, your examples of "*NAME*" are not regular expressions,
which would be ".*NAME.*".)  You can also set a default category for new
transactions for each payee.  You can match on NAME, for example, and it just
needs to exist anywhere in the field you have chosen to match for the Payee.
Matching and selecting a default Category are available in the Payee view.

Please see if these will work for you, and if not, please provide a more
specific example of what else you want it to do.

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