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.
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.
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.