Help handling two credit card statements

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Moderator: Mr_Noodle

Help handling two credit card statements Thu Jun 20, 2013 10:25 am • by jalanh
I have two credit cards from the same bank. I'd like to handle them both with one rule. I'd like my filename to be 'Statement Year-Statement Month - Bank - Card 1 Statement.pdf' or 'Statement Year-Statement Month - Bank - Card 2 Statement.pdf'

What I've tried so far matches the files, but doesn't properly rename the file.

Code: Select all
Rule:
If (All) of the following conditions are met
    Contents match pattern (stmtDate *) # Date in 'Jun, 20, 2013' format.
    If (Any) of the following conditions are met for (current file or folder)
        If (All) of the following conditions are met for (current file or folder)
            Source URL/Address starts with <identifying info for Card 1>
            Contents do not match custom token (Card1Name *) # where Card1Name token has fixed string "Card 1" because that string doesn't exist in the file.
        If (All) of the following conditions are met for (current file or folder)
            Source URL/Address starts with <identifying info for Card 1>
            Contents do not match custom token (Card2Name *) # where Card1Name token has fixed string "Card 2" because that string doesn't exist in the file.


Then
Rename file using '(stmtDate.YYYY-stmtDate.MM) - Bank - (Card1Name *)(Card2Name *)(extension *)


My thought process would be that only one of the custom tokens would have been run for a match therefore one would be empty and the other would contain the fixed text that was assigned. However, both custom tokens are empty.

Is there a way to accomplish what I'm trying to do? Ideally, I'd love to have a rule that always matched that was something like 'set custom token (cardType *) to "Some Fixed String".

Hope this makes sense, thanks for any help.
jalanh
 
Posts: 3
Joined: Thu Jun 20, 2013 9:55 am

Re: Help handling two credit card statements Thu Jun 20, 2013 12:56 pm • by Mr_Noodle
I think the problem is that custom tokens don't match anything when you do "do not match". You may want to re-work it such that you use "contains match" somehow.
Mr_Noodle
Site Admin
 
Posts: 11865
Joined: Sun Sep 03, 2006 1:30 am
Location: New York City


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