Hello!
I’m looking to create a rule where the description contains the word ‘credit’ and does not contain the words ‘stripe’ or ‘zelle’.
I have autocat rules for when there is a credit with either of those words, and then everything else, I want caught in another category and tagged differently…
Any thoughts?
Thank you!
stephanie
Hi @stephanie1:
Here’s one way to do it, using Regex.
-
On your AutoCat Sheet, add a new column (if you don’t already have it) and as a column header enter the words, Description Regex.
-
On the row for your rule, in the column called Description Regex, enter this:
credit(?!( stripe| zelle))
…and then add the values you want to substitute in the Tag and Category columns of that row for the transactions that meet these criteria.
- Be sure the transactions you wish to edit are not categorized and Run AutoCat.
The rule works like this: A(?!( B| C)) and means, "Find every A where there is no B or C following.
(Note, there is a space before the B or C in the formula, in the event this is a standard part of the string pattern you’re seeking. So, in your formula above, it is actually (space)stripe and (space)zelle. If this is not in your pattern, leave it out.)
I tested it on my sheet and it appears to work.