Best Of

I took some time to do some actual testing of the Rules implementation in Simplifi.
Turns out what I thought was being treated as an "OR" condition is actually an "AND".
In order to achieve an "OR" condition you would create a separate role for each keyword.
Below is my documentation based on the default "Original Statement Name".
Keep in mind that by partial matches are considered matches as well (see scenario 2 "angel")

Scenario 1

Scenario 2 < --- Orig Statement Names > Search "angel" RECURRING DEBIT CARD ANGEL WWW.ANGEL.COM UT RECURRING DEBIT CARD ANGELSTUDIOS WWW.ANGEL.COM UT RECURRING DEBIT CARD ANGELSTUDIOS/DRYBAR WWW.ANGEL.COM UT WITHDRAWAL POS #XXXXXXXX1832 POS SQ MAIN KITCHEN CAFE SQUARE PURCHASE LOS ANGELES CA DEBIT CARD LAX ESSENTIALS LOS ANGELES CA

@Coach Jon

I'm a little confused by this discussion. The idea post you linked seems to be asking Simplifi to implement an "OR" condition, which is what @geekcred and the support article say we already have.

• @geekcred says that keywords words in a rule are treated as "OR" conditions (and then goes on to request support for AND conditions).
• The idea post you linked says that "The AND condition: this is what you have" (and then goes on to request support for OR conditions).
• The support article you linked says you can "add additional OR keywords by clicking the plus button."

For my part, I thought that:

• the "Contains" version of a rule was basically an "AND" rule — the transaction had to have all of the keywords listed, but not in any particular order, and
• the "is Exactly" version of a rule was also an "AND" rule — but that the transaction had to have all of the keywords listed, in order, and no other words.

Can you help me with this? Is it true that the key words in a rule (using "Contains") are treated as "OR" conditions? Does that mean that a rule will match a transaction if it contains ANY of the keywords?

I am using Simplifi. I discovered some transactions being renamed using logic I did not anticipate. After some research I discovered each keyword listed is basically treated as an "OR" condition.
In the example below if either "trade" or "coffee" appear the rule is triggered.

I have numerous transaction I'd like to set up with "AND" logic.
If a transaction has BOTH "trade" and "coffee" then, and only then, should the rule be triggered.
I noticed the drop down when editing my rule has an option for "is Exactly". Does anybody have experience using this parameter in rules? The "Is Exactly" option appears to apply to text or a phrase which is not quite what I am looking for (Keywords based on AND) but still useful so long as I can identify a phrase which will always match the transactions?

Comments?