Would you like to see something added to, or do you have a contribution for, the Knowledge Base? If so, let us know!
Import Matching and Replacement
These settings let you match keywords from an imported file to certain categories within ClearCheckbook. An example would be if you normally fly on Southwest Airlines and the keyword Southwest shows up regularly in your imported files, you can match that keyword to your Travel category so that transaction will automatically be categorized properly.
You can also set up text replacement for the description, memo or payee field in your imported file. For example, if you purchase something on Amazon, the text on your statement will show up as AMAZON.COM*276809AZ3 AMZN AMZN.COM/BILL WA 98109 US but you can set up a match to replace that string with Amazon.com
You can find the Import Matching and Replacement settings by clicking on Tools at the top of the page, then click on Import Transactions. The link to the matching settings is in a blue box under the Select File form.
The form at the top of the page lets you add new matches. Whenever you import a file, ClearCheckbook will search the description, memo or payee field for the matching keyword and automatically assign the category you choose. The various fields are shown in the screenshot and explained in the table below.
Sample Add a Match form
You can match text to the Description, Memo or Payee field.
Text to Match
Enter a simple keyword contained in the data for your imported transaction. We will look for this keyword when you import a file and match it to the appropriate category.
Category to Assign
Which category you want the matched keyword assigned to.
Text to Replace
Optional. If the text from the Text to Match field is found in the field, it will be replaced with this value.
Viewing Existing Matches
When you've added some matches, you will see them in the Existing Matches list. The matches are sorted alphabetically by keyword. The Text, Category and which Field the match will be applied to are all listed.
Sample of Existing Matches list
Commonly Used Association Suggestions
This list shows common keywords and category associations, plus the number of times you used that association, with your existing transactions over the last 12 months. You can use these suggestions to help quickly add matches for imported transactions. The suggestions are ordered by the number of times that association has been used.
Sample of Commonly Used Associations list
Clicking the Add button will add that suggestion as a match. Clicking the Ignore will hide this suggestion from appearing in this list. Clicking the Add all associations will convert all the listed suggestions to matches.
Editing a Match
You can edit a match by clicking the icon at the top right side of the match you want to edit.
Click to edit an existing match
When you click on the edit icon, an Edit Match form will appear where you can modify the details of the match.
Edit Match form
Deleting a Match
You can delete a match by clicking the icon at the top right side of the match you wish to remove. When removed, this match will no longer trigger when you import a file.
Click to delete an existing match
Enabling / Disabling Auto-categorization
You can enable or disable the auto-categorization from the Import Options page in the import process. Unchecking the checkbox shown below will prevent auto-categorization from running.