Hello!
In KMyMoney v5.2.1-b629120 I am unable to disable auto assignment it seems.
I might be missing something but I have set the following settings
In the Payees list I also checked that there is no
But when I download a CSV with known payee, a category is assigned anyway.
Could you help me out disabling it?
Thanks!
Sorry for being a little late, but I must have missed this post. This is currently not possible for any importer.
Hey ipwizard, thanks for the confirmation, at least I know I am not yet crazy!
Is it a feature we can consider implementing in the future? As much as it’s a great convenience to auto-assign, some payees like Amazon can include a very wide variety of category.
For now when I download my 20+ monthly Amazon transactions I get a random set of 5-8 categories assigned and I need to assign them a new “— UNASSIGNED —” manual category so I remember to go back on them and correct with the correct one.
That’s my current work around but not the best option long term for sure.
Thanks again for your message!
I have similar issues, but I manually assign a category at the same time as I mark the transaction Cleared. I do try to do that as early as possible, but given none of my credit cards support direct connect any more, and their csv files often need some manual edits before importing, it is now more commonly only after the end of the month.
Why not? I would imagine such a disable-auto-categorization feature on a per account basis. We already have one for the automatic payee creation on that level. Thoughts?
So I just noticed something more problematic on my business side, some transactions were once again auto-assigned categories but this time I didn’t mind as much as it was a mortgages.
The mortgages are split in 2 categories
Both of which have a tag for each asset I am tracking.
I generated a new report and noticed that all the auto-match transactions were missing the tag in the report though it is present in the ledger.
I deleted the tag in the split and recreated it : same result
I deleted the split entirely and created a new one with tags : tags are populating again.
This means I need to go back in all the transactions auto-assigned and delete every split to redo it by hand.
This can be quite problematic as I am exporting my report as csv into looker studio to produce my analytics, and I just now realized that I can’t trust that seeing a tag in the ledger means it is actually working.
