You can specify an amount to match in the "conditions" part of an explainer rule. You can also specify the amount of the transaction to allocate in the "explain" part of a rule.
Matching an amount
Your rule can match transactions whose amount is:
any amount (i.e. all transactions)
greater than an amount you specify
less than an amount you specify
equal to an amount you specify
between two amounts you specify
Example
You don't need to type negative amounts, e.g. -5, for debits. DoubleAgent will handle this for you.
Explaining an amount
When a rule matches a transaction, you can specify via the Amount field how much of the transaction it should explain.
Your options are:
the transaction's remaining unexplained balance
a fixed amount
a percentage of the transaction's amount
a percentage of the other explanation (see below), i.e. of the gross amount
a number extracted and copied from the transaction's description
To explain the transaction's remaining unexplained balance
Leave the Amount field blank.
To explain a fixed amount of the transaction
Specify the amount, e.g. 12.34.
To specify a percentage of the transaction's amount
Specify the percentage, e.g. 50%. It must be less than 100%.
For example, if the transaction is a debit of £10, and your explanation is a payment whose Amount is 50%, DoubleAgent will calculate the explanation's amount as a debit of £5.
To specify a percentage of the other explanation, i.e. of the gross amount
Specify the percentage followed by any text, e.g. 2% of gross. It must be less than 100%.
For example, if you made a sale of £10 and you had to pay a fee of 10% (i.e. £1), the transaction in FreeAgent would be a credit of £9. If you explain the fee in DoubleAgent as a payment whose Amount is 10% of gross, DoubleAgent will calculate the its amount as a debit of £1.
Example
Let's say you make a sale of £10.00 via a third-party but the third-party deducts a 2% fee, which in this case is 20p. You receive a £9.80 credit in your account.
To explain this in DoubleAgent, split the explanation in two. The first explanation is the sale; the second is the fee.
You want the fee to be 2% of the £10.00 sale, not 2% of the £9.80 you actually received, so you set the fee's amount to 2% of gross. And you leave the sale's amount blank.
DoubleAgent will explain the £9.80 credit as a £10.00 sale and a 20p payment.
To specify a number to extract and copy from the transaction's description
Specify the text to match in the transaction's description, using {{}} to represent the number you want to copy.
For example, if the description is Something Something Non-Sterling Trans Fee £4.32///, and you want to extract and use the 4.32, specify an amount of Trans Fee £{{}}.
