Please Help Setting Up Chase Bank Statement Rule

Hi Everyone!

I need some help setting up a rule that will rename my Chase Statement with the statement date and then label, and move the file. I have everything else working, but I can't get Hazel to put the right date in the file name.

The date appears like this on my statements November 24 through December 21, 2015. I want the file to include the second date however, I just can't figure out how to make Hazel pick up that date.

Any help would be greatly appreciated.

You can either specify the 2nd occurrence of the date (it's at the bottom of the UI for setting that up) or you can try and include some context around the date. Like if the date has the words "Statement date: " before it, you can specify that in the pattern.

Here is how I have the rule set up:

If ALL of the following conditions are met

Name starts with StatementPdf

Contents contain match Date Match (This is where I run into trouble) this is the way the date appears on my Chase Statement: December 22, 2015 through January 25, 2016. That is the way I put it in the Date Match Rule.

I have tried asking the rule to look for the second instance of the date that didn't work. I know it has to be how I am putting the date in, but I can't figure out a way for Hazel to recognize the second instance of the date on the statement.

Do the following to the matched file or folder:
Set color label green
Rename with pattern: 2016-01-25-Chase Bank Statement.pdf
Move to folder 2016 Chase Checking

That is my entire rule I can't get Hazel to rename the file at all. Please help!

Can you get it to match any date? If so, to get the second one, you can specify the word "through" before it so that it grabs the second one. If you can't get it to match either date then you need to look at your date pattern. Make sure, for instance, you get all punctuation and spaces in there. If you still can't figure it out, email support with a copy of the rule and an example file which demonstrates the problem.

Probably a dead thread, but now that 4.0 is out, use Preview to see what Hazel is trying to match. I found that row names and row values (i.e. "Statement Date: "4/1/16" are seldom right next to each other. If you try to search for, say, "Statement Date:anything;datetoken, your search might well not work because, again, the title and the value are on different lines in the file.

You might have better luck with using the Xth Occurence feature. My 2c.

John