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Bank Feeds : Bank Transaction Rules Wildcards

  • August 24, 2022
  • 3 replies
  • 490 views
J
Freshman I

Hello Team,

 

We are trying to setup one Bank Rule that will cover restaurants (McDonald’s, Subway, Burger King etc).

However, we have been testing it, and it looks like we cannot add more than one single word when either implementing a Wildcard or a Match Case.

 

On my screenshot below, I am trying to create a rule that will cover both Netflix and McDonald’s. The wildcard works for Netflix, as the transaction gets matched. However, the moment I add  “ , McDo* ” the rule breaks and does not end up matching Netflix at all.

 

 

Has anyone tried implementing this kind of rule? Does anyone know if it is possible? Just trying to get it to work like QuickBooks as they offer a “keyword” section for their rules.

 

Thanks!

Best answer by Kandy Beatty

HI @jvaliente51 

You are correct about the ?, it slipped my mind. 

Are you currently using Bank Feeds? I have not done a great deal with bank feeds, however, here is some of the settings you can do for it. You can setup the match rules for the Corporate Credit Cards. 

 

 

Here is also some help for the explanation:

 

I also found this video that might be a good watch for you:

 

https://www.youtube.com/watch?v=pp3OVBX9-is

    Kandy Beatty

    3 replies

    Kandy Beatty
    Captain II
    Forum|alt.badge.img+17
    • Kandy Beatty
    • Captain II
    • August 30, 2022

    Hi @jvaliente51 

    Just a thought here, what happens when you put a ? at the end versus the *? Did you test it that way?

    Everything else I saw seemed that it only worked with one character though. 

    Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
    Chris Hackett
    J
    Freshman I
    • jvaliente51
    • Author
    • Freshman I
    • August 30, 2022

    Hello @kbeatty21 ,

     

    I believe the “?” character only works for single alpha characters. For example B?LL finds Bell, Ball, Bill and Bull.

     

    By any chance, do you know if Bank Feeds is capable of having a rule that can match 1 or more transactions?

    Kandy Beatty
    Captain II
    Forum|alt.badge.img+17
    • Kandy Beatty
    • Captain II
    • Answer
    • August 31, 2022

    HI @jvaliente51 

    You are correct about the ?, it slipped my mind. 

    Are you currently using Bank Feeds? I have not done a great deal with bank feeds, however, here is some of the settings you can do for it. You can setup the match rules for the Corporate Credit Cards. 

     

     

    Here is also some help for the explanation:

     

    I also found this video that might be a good watch for you:

     

    https://www.youtube.com/watch?v=pp3OVBX9-is

    Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
    Chris Hackett
    J
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