Explainer amounts

Explainer amounts

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)
  • 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%.

To specify a percentage of the other explanation

Specify the percentage followed by any text, e.g. 2% of other. It must be less than 100%.

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 other. 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 £{{}}.

The split payment and explainer descriptions docs have more examples.