Beacon BudgetB
Beacon Budget
Nov 28

Spend from Buckets based on transaction data (matching)

take money from bucket when: `name contains X` AND/OR `amount == Y` AND/OR `date == Z` name startsWith, endsWith, equals **note:** maybe not date. Plaid/MX doesn't give exact txn dates
PendingPending

Nov 26, 2024

I really need to be able to use "Contains" for automatic merchant spending from buckets since some of my transactions have transaction IDs that change from month to month. I have to constantly update the "spend from" as a result because the exact name isn't captured.

Sep 2, 2023

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

Oct 14, 2022

I like the UI and think this would be very beneficial to those who have most of their bills from the same merchant.

Oct 7, 2022

Or even "all transactions from IKEA under $500." Or a customizable number.

Jan 19, 2022

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-be…

Dec 30, 2021

Rich W. Definitely! I've merged if your request with an existing one. Thanks for the feedback ☺️