Difficulty configuring AUTOCAT for multiple whole word, case insensitive "Chase" and "Credit" but not "Purchase"

Any simple solutions to get me off the starting line and that I can build on would be greatly appreciated. I did a lot of searching here and Google, but didn’t find what I was looking for…just didn’t gell.

Can’t seem to get the syntax right either with or without REGEX. Trying to get case insensitive, multi-whole word filter in a single autocat Description Contains or Description Regex field.

I only got this to work with REGEX - \bChase\b but that’s only one word and fixed case. Did a little work on sites like regex101 but didn’t get to far.

Transactions look like:
Pmt 05/13 Chase Credit Crd
Pmt Chase Credit Crd
Purchase Credit

Try using this regex generator; FREE AI-Powered Regex Generator | Simplify Pattern Creation in Workik. It gave me what I needed a few times and minor modifications another time. I had a validator tool i used as well, but need to dig it up, i’ll update when i find it.

Progress. This is working for (Chase or chase) and ( not purchase). Let’s see now if I can tear this down and understand the syntax.

\b[Cc]hase\b(?!.*\bpurchase\b)

Eventually I want to get to conditions like this, all without case sensitivity

(chase) and (pmt or payment) and (card or crd) and (not purchase).

All because you never know how the banks are going to change the description even within a single set of downloaded transactions. Real world data

Progress, but cannot get the case sensitivity switch to work - it is supposed to make the whole string not sensitive to case. Need some help here because of all the possible iterations of words in the expression that has to ignore case.

(?i)\bchase\b – I need this case switch to work for the whole statement and we have a winner.

This works except it is case sensitive.
\b(?:Pmt|Credit|Crd)\b.?\bChase\b|\bChase\b.?\b(?:Pmt|Credit|Crd)\b

Other options that work: ( Used a different AI option from the same site.)

Ignores chases and purchase and purchases, but takes 3 variations of the keyword, “chase.”
\b(chase|CHASE|Chase)\b(?!.*\bpurchase\b)

Regex is such a powerful tool I hope we can come up with a pattern that is easily copied by anyone to fit the various conditions / combinations of words in their downloaded descriptions.

I’ve also opened a ticket #7682310, so between this thread and support… hoping…

There are hints from google searches that JavaScript doesn’t support (?i) … but I have no idea if that’s related to the difficulties.

Not getting very far with the AUTOCAT rules. Any suggestion are more than welcome.

Ignoring REGEX for the moment: Tried the AUTOCAT ‘Create Rule’ for ‘Electronic Deposit’ AND ‘Bank Nation’ and I get a rule for either one, but not a rule that requires both. The added date in the transaction description is what I want to ignore.

The transaction description is ‘Electronic Deposit 05/23 Bank Nation’

Regarding REGEX: Tiller Support does not support REGEX, so no help from the dev team there. The AI REGEX tools work great, but not all implementations handle all the same REGEX syntax. (ie whatever Tiller uses, or possibly it’s just Excel’s implementation of REGEX)

Haven’t tried the suggested auto cats as the ones they suggested for me weren’t useful, but i’ve also tried testing the output from the generator in https://regex101.com/ that has helped me refine certain iterations without running the autocat each time.

@ghsubs1 try:

^(?=.*electronic)(?=.*deposit)(?=.*bank)(?=.nation).$

(if a combo with space doesn’t work)

I just tried ^(?=.*wholefds)(?=.Me).$
for description: “Wholefds Ptl X0291 0portland Me” and it worked

2 Likes

I just saw this … had given up. Anxious to try your solution and will post back an update. Thank you very much!

No worries! Let us know how it goes.