Even though using iCashbook greatly reduces the time needed to track your accounts, we are always looking for ways to let you do less. One area we’ve been working on in this regard is the coding of your transactions.
This week we have released a number of enhancements to our Memorisation Rules functionality:
- Revamped Memorisation Rules page with a more intuitive design and flow
- Use of wildcards (*) or regular expressions is fully supported in text matching
- Rules can now be set across all accounts (previously a rule could only be applied per-account)
- Rules can be tested prior to saving them (previously they needed to be saved first)
- Rules can be added while in the Money In or Money Out schedules with text match data pre-populated (select a transaction and click the “Create Rule” button)
- Rules can be applied directly from the Money In or Money Out schedules - build your rules as you code.
Memorisation Rules Manager
Create Rule in Schedules
The Memorisation Rules work in conjunction with the iCashbook auto-coding process, but take precedence over auto-learned coding behaviour. This is a powerful feature of iCashbook and will result in you spending a great deal less time coding your transactions - take a look today! http://www.icashbook.com
