Cooooool!
On May 29, 3:01 pm, Kevin Hoctor <[email protected]> wrote:
> On May 29, 2009, at 4:41 PM, DM wrote:
>
> > Are the aliases exact string matches?
>
> > My scenario is I have 'American Express' depositing money from credit
> > card transaction into my bank account. The memo includes the date the
> > transaction was processed so it is unique. Once a month they charge me
> > their fees with a different (and also unique to that transaction) memo
> > field.
>
> > example:
>
> > 05/04/09 AMERICAN EXPRESS, SETTLEMENT 090502, $143.60
> > 05/04/09 AMERICAN EXPRESS, SETTLEMENT 090504, $745.49
> > 05/01/09 AMERICAN EXPRESS, COLLECTION 090501, -$4.95
> > 05/01/09 AMERICAN EXPRESS, SETTLEMENT 090501, $1,424.90
>
> No, they are payee or memo CONTAINS alias tests. For the above, you
> could have one alias "AMERICAN EXPRESS, COLLECTION" to match the
> withdrawals and another "AMERICAN EXPRESS, SETTLEMENT" to match the
> deposits. You could even do "AMERICAN EXPRESS" for the latter because
> MoneyWell tests the longer aliases first and then checks for the
> shorter, more generic ones.
>
> The alias can be in any part of the payee or memo so you can have the
> alias "MCDONAL" and it will match a payee "Electronic withdrawal to
> MCDONAL" and your memorized payee can then be "McDonald's" and assign
> a bucket of "Dining" to the imported transaction.
>
> Peace,
>
> Kevin Hoctor
> [email protected]
> No Thirst Software LLChttp://nothirst.comhttp://kevinhoctor.blogspot.com
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