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agstrike / silverstrike

Finance Management Made Easy
https://silverstrike.org
MIT License
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Feature Request: Automatic rules #106

Open ktaragorn opened 5 years ago

ktaragorn commented 5 years ago

A good feature to have would be Automatic rules. These would be processed whenever a transaction is created, which is especially useful when transactions are imported enmasse via CSV etc.

At its most basic this would allow for rules such as if the description fit a certain pattern, apply a particular category. More features could be added such as if it fits a pattern, rename it according to some logic. This feature is present in firefly III and also in another tool ive used, https://www.buxfer.com/. They can be looked to for specific inspiration.

qedi-r commented 2 years ago

I have an initial version of this feature in my https://github.com/qedi-r/silverstrike/tree/flexible-transaction-rules branch I've been playing around with off and on.

@simhnna if you have thoughts/suggestions on it, I could probably update it into a full feature instead of just a prototype.