Since version 3 I am bringing my receipts into a Database.
A Receipt is scanned from my phone with a file name ( ITEM_AMOUNT ) this is passed to a folder in iCloud Drive that Hazel watches and then Hazel adds a creation date so the final filename is ( DATE_ITEM_AMOUNT / 06-12-2019_TRAVEL_20.00 )
Previously this file would be filed in a finder folder, but now with version 3 I am interested in importing into Devonthink.
So I have an additional hazel rule that now moves the file to the Devonthink Inbox folder.
Devonthink then takes over with a Smart Rule that files the item into a group which is created every calendar month, by the smart rule.
At the end of the month I would then work in Apple Numbers on these expenses. I do this for both personal and work expenses.
I was then looking at “create metadata overview” over the last few days and I saw a post regarding the new script for creating expense reports, with the new update.
So I have now created custom metadata fields, see screenshot. ( I might remove the Date from this, as the file created date makes this field not required )
Create Metadata overview seams great as it also creates a column for the links to the original file. Especially as then I have link backs to original receipts from an Apple Numbers sheet.
This would considerably improve my workflow.
So to my Question/Hope
Is there a way to create a rule and I think would need a script, that could parse, the filename and add the info to the separate metadata fields. I hope this could be done with out a script but doubt this. So as the Receipt is passed to the correct group the Metadata could be updated automatically via the rule. this would mean I would then only have to create this metadata overview / expense sheet that I could then import into Apple Numbers monthly.
I hope all is clear and thank you for any help with this.
I was not sure if I should add to the post about create expense report but decided to create a new post as question is more related to metadata generally. Please move if you wish.
Thanks again for any info.