How to create rule for "Concur Expense _______"?

I make frequent purchases for my job that are later reimbursed through Concur.

The way it works is, I buy something with my credit card, submit a report, and once it's approved, I receive reimbursement in the form of a direct deposit to my bank account.

This transaction always takes the form "Concur Expense YYMMDD Description Description Description"

I'd like to create a rule that categorizes all of these as a reimbursement. However, the rule manager won't let me make a rule for all transactions with "Concur Expense."
It'll only let me make a rule re-categorizing "Concur Expense Description," and since no two expenses have the same description, the rule never works.

Please advise.

Answer

Hi 65536,

At this time it is not possible to create a rule for any transaction that contains the words Concur Expense. You would have to maunally change the category for each transation. I will tag this thread as a suggestion for our engineers.  I apologize for any inconvenience this causes you. 

Regards,
Megan

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Mint Megan , Community Manager

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