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Need help recategorizing a transaction

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jerrymr

29 Oct, 2009 12:52 AM

I'm trying to write a Python script that will find certain split items in a register and recategorize them.

I can identify the proper transactions and find the split items within them I want to change. Actually changing the category of a transaction is giving me a problem however. Do I need to remove the split item and then add a new one? Can someone give me some pseudocode with the proper API calls to do this? Let's call txnParent the parent, and txnSplit the split item within that parent, and I want to change txnSplit's category from accountA to accountB.

Thanks for any guidance.

-Jerry

1. 1 Posted by jerrymr on 31 Oct, 2009 03:33 AM

   

   Andrew on the mailing list gave me the answer to my question. The setAccount method was what I needed. It sets the category of the transaction it's called on.

   -Jerry

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2. 2 Posted by Ben Spencer on 02 Nov, 2009 02:48 PM

   

   Hi Jerry

   I am glad you found the solution your self. You might find that the 3rd part find and replace extension meets your needs. Here is the link:

   http://www.mennesoft.com/findandreplace/index.html

   Sincerely

   Ben Spencer

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3. 3 Posted by jerrymr on 03 Nov, 2009 02:51 AM

   

   Thanks Ben - On the mailing list, Kevin (from Menne) pointed me toward Find & Replace as well. I ended up using that, since it did what I needed. It was fun playing around with the scripting though. Ticket closed :)

   By the way, how come investment accounts don't have the Search field that all the other account types have? You can email me off-forum if you want since this isn't really relevant to the issue of this thread.

   Thanks,
   Jerry

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4. 4 Posted by Ben Spencer on 03 Nov, 2009 09:23 PM

   

   Hi Jerry

   I am not sure which search field you are referring to. could you be a little more specific.

   Ben

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5. 5 Posted by jerrymr on 03 Nov, 2009 09:35 PM

   

   Hi Ben,

   I mean the filter box at the top of the most registers where you can type
   any text and it will list only transactions containing that text.

   Btw, [email blocked] is still autoresponding to posts in the
   Development Support forum. Shall I let Jessica know?

   -Jerry

   On Tue, Nov 3, 2009 at 5:23 PM, Ben Spencer <
   [email blocked]<tender%[email blocked]>
   > wrote:

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6. 6 Posted by Ben Spencer on 04 Nov, 2009 04:06 PM

   

   Hi Jerry

   I am not sure why that filter box is absent from investment registers. You might be pleased to hear that in the MD2010 beta I am running the filter is present for all registers including investment registers. MD2010 will be a free upgrade to users who bought MD2008.

   Sincerely

   Ben Spencer

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7. 7 Posted by jerrymr on 04 Nov, 2009 04:12 PM

   

   Ben,

   Yes, I'm pleased to hear that it's present in all registers! There have
   been a couple of occasions already where I've missed its presence. I don't
   suppose you'd give me any firmer a prediction of when 2010 will be released
   than what's already been posted in the forums?

   Thanks for a great product - I cannot express how glad I am to be rid of
   Quicken.

   -Jerry

   On Wed, Nov 4, 2009 at 12:07 PM, Ben Spencer <
   [email blocked]<tender%[email blocked]>
   > wrote:

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8. 8 Posted by Ben Spencer on 04 Nov, 2009 04:32 PM

   

   Hi Jerry

   We are confident that we will have MD2010 out before the end of 09'. We are tentatively starting a beta test of the MD2010 software. This beta is not yet feature complete and I strongly recommend that you do not use it with your primary data file. However If you are interested in taking a look and giving us your feedback/bug reporting you can download it from here:

   http://moneydance.com/trac/wiki/Moneydance2010Beta

   Sincerely

   Ben Spencer

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9. 9 Posted by jerrymr on 04 Nov, 2009 04:34 PM

   

   Awesome, thanks! I will definitely try out the beta and send feedback and
   bugs.

   -Jerry

   On Wed, Nov 4, 2009 at 12:33 PM, Ben Spencer <
   [email blocked]<tender%[email blocked]>
   > wrote:

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10. 10 Posted by jerrymr on 05 Nov, 2009 04:55 AM

    

    Hi Ben,

    I added a couple of data points to ticket #2119. Couldn't get very far
    since I wasn't able to open a copy of my main data file. I'll check back
    for new builds/ticket updates and try again when it looks like this has been
    resolved.

    I do like the new look of the home page (I was able to load a very simple
    test file I had).

    -Jerry

    On Wed, Nov 4, 2009 at 11:33 AM, Ben Spencer <
    [email blocked]<tender%[email blocked]>
    > wrote:

    • Edit

11. Angie Rauscher closed this discussion on 23 Apr, 2010 11:46 PM.