Transaction Rules

  • 2
  • Question
  • Updated 2 weeks ago
  • Answered
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.
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ashleyfrahn

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Posted 3 weeks ago

  • 2
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Ted

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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.
(Edited)
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Shisir, Employee

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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