Matching

Every row in the Match Rules worksheet runs in order to automatically update transactions.

Matching transactions

The Match Account, Match Amount and Match Category fields are all optional, but if they are set we will only match transactions that match all of the specified options.

When a match is made, if Set Description, Set Category or Set Amortize fields are set we will update the transaction row accordingly.

Description matching

We allow you to match transaction descriptions with a variety of powerful tools.

Simple Matches

Entering just a word in the Match Description column, such as GEICO, will match any transaction that includes that word it the description.

Exact matches

If you want an exact match you'll need to quote the words instead. For example "Interest Payment", will only match exactly that.

Regular Expressions

If you need more powerful matching, we support regular expressions in this column. To use this feature simply start and end regular expression with a /. An example regular expression that matches any transaction starting with the word Venmo followed by a space or an underscore would be: /^Venmo[ _]/.

We use the Python regular expression engine which can be tested with pythex.org.