Autocat move information to a different column

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This is by way of a gut check - I don’t think this is possible but I’m hoping I’m wrong.

I want to use autocat to move information from one column to another. I would like to take a transaction, move its “Description” to “Notes” and then change the description.

For example, I have two local Trader Joe’s. Transactions at the stores show up in my transactions tab with either “Trader Joes S #123” or “Trader Joe S#987” in the description. For reporting purposes, its helpful to change the description for any transaction at any Trader Joe’s to simply “Trader Joe” so they all get grouped together. However, it would also be nice to not lose information, so I would like to move the original description to the “Notes” column first.

In practice, I imagine this would look something like: (in the AutoCat sheet):

Description Category Notes Description Contains
Trader Joe Groceries {DESCRIPTION} Trader Joe
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AutoCat doesn’t currently support copying/moving between fields, there’s no communication between the different fields, just matching and fixed text replacement.

BTW, the Transactions sheet already has the original Description in the Full Description column. It’s possible the column is hidden, so maybe check for that.

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Yes, @JrBIAnalyst, as @Mark.S notes, the Autocat columns operate independently. There isn’t a way to capture values in pseudo variables and operate on them elsewhere. It’s a cool idea though and I can imagine some applications.

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