Simple question (I hope). In a specialized use case, I want to tag some transactions and then mark all others as “Other”. I’m struggling to create a rule that will apply an “Other” category to all transactions that are not otherwise categorized. Any suggestions on best practice?
Hi @jamie1 - Not sure if it’s a best practice, but I have an idea that should work if I understand what you’d like to achieve. You can create an advanced rule - you can use the Tiller interface panel to do this, or just insert a column in your AutoCat rule sheet labeled “Description Regex” and put the value .* in that rule (see screenshot example). Very crucial - the rule must be at the end of your ruleset. Since rules are applied in order, after all the other rules run, at the end it will apply your desired category to any uncategorized transactions, as long as there is a Description present. You would also want to make sure you are running AutoCat on “Uncategorized Transactions only” which is the default setting. With an advanced rule, you could also set just the Tag column with “Other”, or you could apply it to both the Tag and Category columns.
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That’s perfect and very intuitive. Thanks @KyleT !
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