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Status New idea
Workspace Reckon One
Categories Banking
Created by Guest
Created on Nov 22, 2018

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BankData - Add a 'Contains' Transaction Rule

BankData - Add a 'Contains' Transaction Rule.

A lot of the narration that comesfrom the bank includes additional text, i.e EFTPOSBrookvaleMcDonalds20181122154912.

A Contains Rule would allow the user to set a 'Contains McDonalds' rule which would apply to the above text.

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  • Guest
    Reply
    |     Feb 2, 2021

    Another way to view this request is to base rules upon "text" not "words"

    Text can be anything in a string that the user inputs whereas at the moment, Reckon is defining a "word" to be text separated by spaces. Most accounting systems I have used are based around text not words.

    This is one of the big issues for me when comparing accounting systems - as rules are a massive time saver.

  • Guest
    Reply
    |     Dec 21, 2018

    yes please

  • Guest
    Reply
    |     Nov 24, 2018

    Yes! Great idea. We definitely need this!