Jen
Merged in a post:
Custom text "cleaning" rules
D
Daniel Coolidge
Is there a way to make a rule that cleans a transaction name dynamically? Every single one of my credit card transactions leads with "Credit Card Ln Adv" before the payee info (thanks bank :disappointed: ) and i'd like to auto remove that for every txn regardless of payee.
Ideally, this could be triggered as a top priority rule then the cleaned name if fed through my normal categorization rules
H
Holly & Helios
While I support and advocate for the need to be able to apply rules based on patterns, I'm concerned that asking non-technical users to write RegEx may be too cumbersome to make the feature useful for them. Could we consider overlaying a more user-friendly interface that can translate what needs done into RegEx behind-the-scenes? Maybe an AI tool to generate? Just thinking out loud...
Michael Menanno
Holly & Helios: I feel like some features are meant for power users, regex is likely one of them. That being said if regex was supported you could totally give chatgpt or similar tools some string examples and tell it to generate regex that would match them
Jen
under review
Jen
B
Bjørn Stabell
Allow regexp named groups to be used as properties to set other properties - e.g.,
ACH Paypal to <recipient> <extra>
when matched would make
recipient
and extra
available for "then" clauses to use to set fields, e.g.,Tag = "paypal"
Payee = <recipient>
Notes += <extra>
Jen
Merged in a post:
Create rules matching multiple payee names
J
Jonathan Samines
My bank for whatever reason can create the same transaction (say an ATM withdrawal) with several distinct names, depending of how the transaction was processed. Right now I clasify those transactions using multiple rules, but over times it gets hard to keep track of them. It would be awesome to get either:
- A way to create "rules groups", the same way categories groups can be created
or
- Allow a single rule to match several possible payee names or of any other criteria
Jen
Jonathan Samines Merging this with "Regex in rules" because that is the likely earliest solution for solving your use case :)
Jen
Michael Menanno
Of note, not sure if this is implied or if it should be a separate request, but it would also be useful to be able to use the results of a regex capture group in the rules (i.e. being able to regex match the transaction name, and move an ID captured within the regex to the notes section)
Michael Menanno
I'd love cleaning rules. even if it was an advanced option that employed regex. Interact E-Transfers are one for me that would need this cause my bank names them as "Internet Banking E-TRANSFER 000000000000 CONTACT NAME". I'd love to able to clean these as "Interact E-Transfer to Contact Name"
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