Search & Process

This plugin allows you building complex queries to find operations, and optionally apply them some transformations. Here is a use case:

John downloads some data from his bank. The data comes, obviously, without indication on the category. In fact everything is written in the comment field. John would like some automatic way to correctly set up the category and other attributes based on the content of the comment.

So how does this work ? First, you will define a search criteria, that will give you a list of operations. Then, define the transformations to apply on these operations.

Note

A real case study can be found in appendix, providing some hands on exercise for the hereabove use case.

Define search criteria



Here, you can define the query for finding operations, using a combination of parameters. On the above picture, you can find a table with operation attributes for header. By editing a line, you create a new clause in the query. Each column is combined with other columns using a logical "and" :

(column1 and column2)

If you add a new line, you create another clause combine with the first line by a logical "or" :

[line1] or [line2].

All in all, the combination of columns and lines can be read as:

(column1 and column3) or (column2 and column3)

Of course, you can have as many lines and columns as you need in a search query.

Once satisfied with a query definition, you can add it to the list of existing search criteria, or modify an existing one.

View search results

When selecting a search query in the queries view, the number of found operations is displayed below the table:



When double-clicking on a search query in the query view, all found operations are displayed in a new tab:



Define Processing

If you need to apply some processing on all operations found, select the concerned query, and activate the process definition panel:



In this panel, you can define the transformations to perform on operations. Note that it is intentionally impossible to set an operation's amount or date in this panel.

Define Alarm

A special kind of use of the Search & Process plugin is the ability to define alarms. An alarm is basically Skrooge calling your attention on some kind of event, such as your monthly budget for a category has been reached.



To define an alarm, define first the search criteria giving the set of operations on which you need alert. For example, all operations in current month and in category "Clothes". Then, define the amount for which the alert shall be raised, for example 100€, and define the Alarm message that Skrooge will send you when the amount is reached.