Transaction Rules

ashleyfrahnashleyfrahn Member Posts: 1
edited July 2019 in Reckon One
When setting transaction rules, it would be good if you could choose an option under the description to search for part of a word instead being limited to full words only.

For example, here is the text from my bank statement that feeds into Reckon One when I make a purchase at Coles:

VISA PURCHASE 30 OCTCOLES GREENACRES

The only unique text is Coles, but there is no space between the month and the word Coles, and therefore I can't set a rule to search for Coles because this is only part of the word imported from my bank.

Because of this limitation when I set rules for all my regular purchases, I need to set 12 rules (1 for each month) for each of my suppliers.

This is very cumbersome and the software should not have this limitation in the transaction rules.

Comments

  • TedTed Member Posts: 46
    edited July 2019
    Great idea. Was thinking the same thing just yesterday.

    POS#145275-BP GLENROWAN

    POS#016724-CALTEX

    POS#173381-Horseland

    ...needs a wildcard option for *-BP or *-CALTEX or *-Horseland to match any amount of contiguous character series ending in the unique characters that define the supplier.

    In my case the POS# numbers are too varied to include in search.
  • ShisirShisir Reckon Staff Posts: 257
    edited November 2018
    Hi Ted and Ashleyfrahn,

    We have this idea already logged in our Ideas Portal. Could I please ask you to check this idea and cast your vote for it, so that, it gets prioritised?
    https://ideas.reckon.com/ideas/RKN1-I-298

    Regards
    Shisir

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