Beacon BudgetB
Beacon Budget
Jan 19

Keyword match transactions to expenses

Using a keyword match would resolve a lot of expenses having to be manually assigned to transactions. Example transactions: Grocery Store 110 E Ave 47372 Grocery Store 27738 w Street 47473 Both are the same store, but report differently at random times because of insanity (I assume). So being able to associate the expense and transaction based on the keyword(s) grocery and store would be super helpful. This request is not related to grocery stores specifically, it happens with tons of organizations.
PendingPending

last week

Hi Nicholas, do the changes to user rules from a few months ago address this, or do you still have specific concerns?

Jan 23, 2024

This just requires a “contains” rather than exact match (I’m a developer). I have this same issue and hope we can get it!

Jan 19, 2024

An actual example where the keyword to associate would be "Citi":