Transaction Rules

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  • Question
  • Updated 2 years 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:


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.
Photo of ashleyfrahn


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Posted 2 years ago

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Photo of Ted


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Great idea. Was thinking the same thing just yesterday.




...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.
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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?