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Is there any filtering guide/documentation?

Posted: Mon Jan 15, 2024 3:24 am
by NewJordan
I've been using MMEX to get away from proprietary software and it's been great. However, I've been running into some issues with the filtering. I want to filter the transaction items by the notes column, more specifically I want to exclude a specific keyword e.g. "PayPal". This should bring up all transactions that do not include the term "PayPal" in the notes section. Unfortunately, I don't know how to exclude it. I've used some regex testers, but it doesn't seem to work. I've tried looking for some guides and docs on the filtering specifically, but couldn't find anything.

Hence my question: Are there any filtering guides or docs that I've missed that could explain the filtering function?

Re: Is there any filtering guide/documentation?

Posted: Wed Jan 17, 2024 4:23 pm
by Renato
@whall3y @nstein
Perhaps someone could provide a few examples here, that would certainly help a few other REGEX laymen.

Re: Is there any filtering guide/documentation?

Posted: Thu Jan 18, 2024 4:04 am
by nstein
There is no specific filtering guide -- in fact, documentation for MMEX is a bit sparse in general. However, you can use standard regex in the Notes filter. Exclusion is a little trickier than inclusion, the regex would look something like:

Code: Select all

^(?!.*PayPal).*$
Use it in the filter dialog by prefixing with the string 'regex:' as in

Code: Select all

regex:^(?!.*PayPal).*$
to indicate to MMEX that you are providing a regular expression.

Screenshot 2024-01-17 233803.png

This will exclude transactions which have the string "PayPal" anywhere in the transaction notes. Note that you will still see splits for these transactions if they don't also have the word "PayPal" in the split notes (since splits are considered separately for filtering).

In general:
  • to exclude matches where 'text' appears anywhere in a string use ^(?!.*text).*$
  • to exclude matches where 'text' appears at the beginning of the string use ^(?!text).*$
  • to exclude matches where 'text' appears at the end of the string use ^(?!.*text$).*

Re: Is there any filtering guide/documentation?

Posted: Thu Jan 18, 2024 10:29 am
by Renato
Thanks @nstein , that should explain how complicated the use of regex is for the normal user. :?
https://github.com/moneymanagerex/money ... ssues/6469

Re: Is there any filtering guide/documentation?

Posted: Fri Jan 19, 2024 12:10 pm
by guanlisheng
would we add an explicit NOT filtering?