When obtaining bank transaction data I prefer to use OFX data files as I can rename the downloaded file automatically with the Account name and the beginning and end dates of the transactions listed.
I have recently switched to using Jumsoft’s Money for recording my financial transactions. While it has many great features one it does not have is the ability to map fields in OFX files on import.
In my circumstances the OFX files from my bank records the Payee data in the MEMO field, which results in the inability to monitor income and expenses effectively.
To correct this shortcoming I created a Hazel Rule that will replace the MEMO field with NAME.
This Rule can be easily modified for other circumstances to replace text and strings as required.
If you would like to give it a try the Rule can be downloaded here, I hope you find it useful.
