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Manual payee matching rules

Feature Request

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?) → 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.

Posted by Martin Wedvich ·
Status: Completed4 comments

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Comments4

  • Matias

    •

    Jun 26, 2024

    I like this. I definitely see where you're coming from.

    While this is a bigger change and will take some time to implement, we'll add it to the roadmap. Thanks for the suggestion!

  • Martin Wedvich

    •

    Jun 26, 2024

    Just to add some more context: the main problem is that the format in the memo field varies wildly and it's hard to create a single God regex for it. For example, there is a chain of grocery stores here that I always want to match under the same name, regardless of which physical store I go to. However, the text in the memo field is often based on the owner of the physical store which bears no resemblance to the name of the store chain.