Spend from Buckets based on transaction data (matching)
E
Evan Bryan
I would love to see this! Thought to suggest it and you’ve of course already thought of it! Maybe adding a fourth more granular option that lets you enter a string of text to search called custom and opens new screen to enter
Trevin Corkery
I like the UI and think this would be very beneficial to those who have most of their bills from the same merchant.
AnonymousMan#234
Or even "all transactions from IKEA under $500." Or a customizable number.
Joel Crevier
I run into this problem of reliably matching some transactions because of variable naming of certain merchants. Exposing this sort of filtering logic would be great. I wonder if this would fit well under the advanced bucket behaviors proposed: https://dasbudget.canny.io/requests/p/add-advanced-bucket-behaviors
Anthony
Rich W. Definitely! I've merged if your request with an existing one. Thanks for the feedback ☺️
Anthony
Merged in a post:
Allow string matching for spending / money out
R
Rich W.
Some recurring transactions from some vendors will change the name of the transaction from cycle to cycle enough to make it difficult to reliability tag them when setting up the spending / money out vendor list for a bucket. To solve this, I would like to be able specify which transactions come out of a bucket based on string matching on the vendor name. For example, for a "credit card" bucket I would like to specify that all transactions containing the string "visa" will come out of that bucket. Nice to have: allowing the bucket to match on multiple strings, similar to how we can select multiple vendors. For example, I would like to match on any string containing "visa" or "discover".