When you create a rule, you specify the words you want to search for in the bank transaction description. In AccountRight 2019.3 and later you can also specify dollar amounts.
You can also use additional options to narrow the range of this search.
You can search for an exact word or phrase that appears in your bank transaction description. If the description varies, for example, you purchase petrol from different retailers, enter additional search terms.
The New Rule window contains three search fields:
Exact word or phrase | Search for an exact term (including punctuation) in the bank transaction description. |
And/or any of these words | Search for one or more words or phrases in the bank transaction description. |
Equals one of the following | In AccountRight 2019.3 and later, you can search for an exact transaction amount. |
Note the following about search conditions:
Search conditions are not case sensitive.
You do not need to enter criteria in all three fields. The rule will skip a search field you leave blank.
Words entered in two or more fields are treated as an ‘and’ condition.
Separate words, phrases or amounts must be separated by commas.
Phrases in the and/or any of these words field must be enclosed in quotation marks.
The following table shows different search combinations and what they can find:
This word or phrase: | ...and/or these words: | ...finds: |
|---|---|---|
BANK | FEE | BANK FEE, BANK FEES and FEE - BANK |
BANK | FEE, CHARGE | BANK FEE, FEES, SUPPLIER CHARGES and FEE - BANK |
NATIONAL BANK | “FEES & CHARGES” | NATIONAL BANK FEES & CHARGES and FEES & CHARGES NATION AL BANK |
Example: Clearwater pay rent to two different real estate agencies, Outreach Real Estate and WLJ Real Estate. They also regularly pay for property maintenance to the property services arm of one of the agencies. They set up a rule for the rental payments only. These are the rule conditions and the results:
This word or phrase: | ...and/or these words: |
|---|---|
REAL ESTATE | OUTREACH, WLJ, RENT |
..finds: | ...and skips: |
RENT REAL ESTATE, REAL ESTATE – OUTREACH and WLJ REAL ESTATE. | WLJ PROPERTY SERVICES and EQUIPMENT RENT |