Rules
Automate Your Financial Life
How does keyword matching work for Rules?Rules support several operators for keyword matching:
- contains: Keyword can occur anywhere in the description.
- contains phrase: Descriptions contains keyword as an exact phrase.
- starts with: Description starts with keyword.
- equals: Description exactly equals keyword.
- matches wildcard: Description matches keyword using a wildcard pattern (see example below).
Note that keyword matching is always case insensitive, i.e., it does not matter if the description or keywords
have uppercase or lowercase letters.
Examples:
| DESCRIPTION
| OPERATOR
| KEYWORD
| RESULT
|
| COSTCO WHOLESALE98728 |
contains |
costco wholesale |
YES |
| COSTCO WHOLE |
contains |
costco wholesale |
NO |
| COSTCO WHOLESALE 98728 |
contains phrase |
costco wholesale |
YES |
| COSTCO WHOLESALE98728 |
contains phrase |
costco wholesale |
NO |
| COSTCO WHOLESALE98728 |
starts with |
costco wholesale |
YES |
| PAYMENT TO COSTCO WHOLESALE98728 |
starts with |
costco wholesale |
NO |
| COSTCO WHOLESALE98728 |
equals |
costco wholesale98728 |
YES |
| COSTCO WHOLESALE98728 |
equals |
costco wholesale |
NO |
| COSTCO WHOLE98728SALE |
matches wildcard |
costco whole*sale |
YES |