Description

Conditions are used in conjunction with Rules in both Filters and Routes. These conditions allow you to build how that Rule applies to the value or list values you are associated that rule too. Below is how each condition works. For more information on Rules: Please see the following documentation: How Rules Work

Conditions

Starts With This condition will compare the transaction with the beginning of the value or list values entered for the selected rule.
EXAMPLE if the transactions Bank is Chase JP Morgan and you have the value set to Chase, this condition will match the rule.

End With This condition will compare the transaction with the end of the value or list values entered for the selected rule.
EXAMPLE if the transactions Bank is Chase JP Morgan and you have the value set to Morgan, this condition will match the rule.

Contains This condition will check if the transaction contains the value or list values entered for the selected rule.
EXAMPLE if the transactions Bank is Chase JP Morgan and you have the value set to JP M, this condition will match the rule.

Is Greater Than This condition will check if the transaction is greater than the value or list values entered for the selected rule.
EXAMPLE if the transactions Total is $100 and you have the value set to $100.25, this condition will match the rule.
HINT This also works for letters as well, so if you use the letter C, than D, E, F and so on would be greater.

Is Greater Than or Equal to This condition will check if the transaction is greater than or equal to the value or list values entered for the selected rule. 
EXAMPLE if the transactions Total is $100 and you have the value set to $100, this condition will match the rule. 
HINT This also works for letters as well, so if you use the letter C, than C, D, E and so on would be greater than or equal to.

Is Less Than This condition will check if the transaction is less than the value or list values entered for the selected rule. 
EXAMPLE if the transactions Total is $100 and you have the value set to $99.99, this condition will match the rule. 
HINT This also works for letters as well, so if you use the letter F, than E, D, C and so on would be lesser.

Is Less Than or Equal to This condition will check if the transaction is less than or equal to the value or list values entered for the selected rule. 
EXAMPLE if the transactions Total is $100 and you have the value set to $100, this condition will match the rule. 
HINT This also works for letters as well, so if you use the letter C, than C, B, A and so on would be less than or equal to.

Equals This condition will check if the transaction value or list values entered are an exact match for the selected rule. 
EXAMPLE if the transactions Bank is Chase JP Morgan and you have the value set to Chase JP Morgan, this condition will match the rule.

Does not Equal This condition will check if the transaction value or list values entered does not match for the selected rule. 
EXAMPLE if the transactions Bank is Chase JP Morgan and you have the value set to Bank of America, this condition will match the rule.

Is in Between This condition will compare the transaction with the the value or list values entered to see if it falls between the comma separated values for the selected rule. 
​EXAMPLE if the transactions Total is $100 and you have the value set to $50,$170, this condition will match the rule.

Regex Match This conditions is based on Regular Expression pattern matching; Regular Expressions or Regex allows you to do advanced wild card comparisons, check formatting of addresses, phone numbers and more. For more information on Regex and to test you patterns go to Regex 101. 

Regex Mismatch This conditions is based on Regular Expression pattern matching; Regular Expressions or Regex allows you to do advanced wild card comparisons, check formatting of addresses, phone numbers and more. For more information on Regex and to test you patterns go to Regex 101.