Credit Card Statement Issues

All,

I have receipt rules to rename (for example) gas receipts.

My Exxon or Sunoco receipt is renamed and filed.
To do this, I am matching Contains Sunoco & Date.

The issue is the credit card statement which also has a date an Sunoco listed there (since I used my credit card to pay for gas).

Few questions:

- How do I stop the false positive on the card statement?

- Do you have a 1 rule to rename all of your receipts?
- Do you use a new rule for each type of receipt?
- Can I dynamically have something that renames based on brand names it finds in the doc? (ie: Hazel sees the restaurant and inserts that instead of having rules for each specific restaurant).

Thanks for the help.

MM

You'll need to add extra conditions to differentiate between your receipts and credit card statements.

How many rules you have depends on the specifics, so I can't answer that. If the receipts can have similar conditions to filter them then you might be able to fit them into a single rule but if not, then you'll need separate.

Look up "match patterns" in the manual. That should show you how to grab content dynamically and use that.