Cloud Banking : Using Wildcards in Categorization Rules

Cloud Banking : Using Wildcards in Categorization Rules

When categorization rules exist in Cloud Banking, the system will automatically assign a vendor, an account, a project and a class for based on a match with the description of the transaction that is defined in the rule. Read more about this here.

The categorization rules engine supports the use of certain regular expression-like wildcards that can be used in the match patterns.

The following are supported:

% (percent) : A sequence of any number of arbitrary characters.
Example,  W%T will match Wal-Mart or Wedding Hut.


 _ (underscore): A single arbitrary character.   Example:  1_3 will match 123, 133, 1T3, and 1-3


[…] (one or more characters in square brackets): Any single character listed in the square brackets
An enumeration can include ranges (for example, a-z) that signify arbitrary character included in the range (including range ends).
Examples:  1[23]4 will match 124 1234 or 134


[^…] (negation mark in square brackets, followed by one or more characters): any single character except for those listed after the negation character
Example:  1[^23]4  will match 154, 194, 1T4, 1994 but not 124.






    • Related Articles

    • Cloud Banking: Working with Downloaded Transactions

      Working with Downloaded Transactions For those accounts that have been connected to their banks via Cloud Banking, transactions will automatically flow in on a daily basis. Working with the downloaded transactions can be a real time saver. These ...

    • What are some best practices regarding the creation of Categorization rules in Cloud Banking?

      So you wanna make a categorization rule in Cloud Banking? Awesome! Let us give you some tips for rule creation that will make your rules blow your efficiency right through the roof! How to choose a pattern Pay close attention to the pattern. Pick ...

    • Getting Started with Cloud Banking

      Getting Started with Cloud Banking AccountingSuite™ connects you to thousands of banks and credit card companies in the cloud eliminating the time-consuming task of entering transactions manually. Click to accept a transaction rather than entering it ...

    • Getting Started - Connecting your bank accounts to Cloud Banking

      Getting Started with Cloud Banking Cloud Banking simplifies financial management by connecting to over 15,000 banks and credit card companies, automatically syncing transactions to reduce data entry and providing a comprehensive view of your ...

    • AccountingSuite™ Release Updates, German Shepherd 5

        AccountingSuite™ Release Updates, German Shepherd 5 Cloud Banking Upgrade: Tons of New Features and Improvements!​            Advanced Matching and Categorization Algorithms: Company Name check is first, and it is based on the Bank Description and ...