kevinschaich / mintable

🍃 Automate your personal finances – for free, with no ads, and no data collection.

Home Page:https://kevinschaich.io/mintable/

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Clarification on Transaction Overrides / Filtering

mazzarin opened this issue · comments

commented

In #96, you added transaction overrides and filtering capabilities, but I'm unable to access this functionality. I suspect it's just user error on my part.

I've tried adding the rules to various parts of mintable.jsonc (usually resulting in a parsing error) and in a separate file named transactions.rules in the same directory as mintable.jsonc (which doesn't appear to be doing anything.)

Can you clarify the best way to use this?

commented

Turns out it is supposed to be in the mintable.jsonc file. I probably was forgetting a comma. Example below:

  "transactions": {
    "integration": "csv-export",
    "properties": [
      "date",
      "amount",
      "name",
      "account",
      "category"
    ],
    "rules": [
       {
             "conditions": [
                 {
                     "property": "name",
                     "pattern": "(transfer|xfer|trnsfr)",
                     "flags": "ig"
                 }
              ],
             "type": "filter"
        }
    ]
  },

Thank you!