Transaction Rule to trim template text from Payee Names (edited)

randy-sk

Hello,

A common case for receiving payee names includes a prefix which affects the ingestion. For example, "Purchase Non Pin Walmart" and "Purchase Non Pin Starbucks". There is a need to be able to configure a rule where if the exact text provided is found to trim it. To provide the best functionality, I would recommend a replacement versus trim. This would allow the user to perform either a trim if the replacement text is blank, or a specific text if there is a benefit to the user.

If {text} in original, then replace {text} with {replacement-text}

supporting {replacement-text} being blank, and of course blank space trimming either end after replacement.

DryHeat

Great idea!

It would be nice if the replacement system could use typical wildcards, like ? for a single character and * for any number of characters. There are more complex schemes that would be helpful, but this should be the minimum.