Hazel sorting bank statement to wrong folder
Posted: Sat Dec 16, 2023 1:57 amI'm using hazel to automatically rename and file away bank statements that hit my downloads folder. Been working flawlessly for years. However, I recently added a new bank/rule and am having a problem, described below.
I've been using hazel to sort Bank A with account #1234. I use the conditions:
contents -- contain match --- 1234
contents -- contain match --- Date Match (I don't remember why I added this line years ago)
Any time a statement with unique account number 1234 hits my download folder, Hazel files it away to a specified folder.
However, I recently added a new Bank B with account #5678. I used the same rule types:
contents -- contain match --- 5678
contents -- contain match --- Date Match
Problem: Hazel keeps applying Bank A rules to Bank B. Every time I put a Bank B statement into the downloads folder, it renames it to Bank A and files it away to Bank A folders. I figured out the issue: I regularly transfer money from Bank A to Bank B and so Hazel sees Bank A account number as a transaction in the Bank B statement and processes the document as a Bank A document. However, when I disable the Bank A rule, Hazel will properly process it as a Bank B statement. The Bank B 5678 account number is at the top of the page and appears multiple times before the Bank A 1234 account number so I'm not sure why Hazel is processing as Bank A statement. I have the condition set to "match the 1st occurrence" so any time I drop a statement with Bank B 5678 account number Hazel should see the number at the top of the page and process it accordingly.
Any thoughts on this issue?
I've been using hazel to sort Bank A with account #1234. I use the conditions:
contents -- contain match --- 1234
contents -- contain match --- Date Match (I don't remember why I added this line years ago)
Any time a statement with unique account number 1234 hits my download folder, Hazel files it away to a specified folder.
However, I recently added a new Bank B with account #5678. I used the same rule types:
contents -- contain match --- 5678
contents -- contain match --- Date Match
Problem: Hazel keeps applying Bank A rules to Bank B. Every time I put a Bank B statement into the downloads folder, it renames it to Bank A and files it away to Bank A folders. I figured out the issue: I regularly transfer money from Bank A to Bank B and so Hazel sees Bank A account number as a transaction in the Bank B statement and processes the document as a Bank A document. However, when I disable the Bank A rule, Hazel will properly process it as a Bank B statement. The Bank B 5678 account number is at the top of the page and appears multiple times before the Bank A 1234 account number so I'm not sure why Hazel is processing as Bank A statement. I have the condition set to "match the 1st occurrence" so any time I drop a statement with Bank B 5678 account number Hazel should see the number at the top of the page and process it accordingly.
Any thoughts on this issue?