Clean up rules
LM is too overzealous in creating new rules. Allow a way to easily/quickly clean up rules.
Approve new rules
After creating new rules, have some way of approving them. I like to keep my rules organized and LM often creates too many rules. They're too specific, so I have multiple rules which could be dealt with in just one, less specific one.
"Delete transaction" as a rule effect
Currently, "delete transaction" only works if created from a single existing transaction. This rule effect is not flexible enough to trigger deleting new transactions that are imported.
Use rules to auto-group transactions
Use case #1: auto-group credit card payment and transfer transactions (match on the same amount) Use case #2: auto-group credits + debits from the same merchant to denote refunds
Allow rule to set category to Uncategorized
I buy all sorts of things at Amazon so I don't want it to try and guess the category. I can't seem to select Uncategorized when creating a rule. I could create something like a "Needs Sorting" category as a workaround but I'd like to instead use Uncategorized for that. Am I missing something?
Rule to remove x% of transaction
Use case: I share a credit card with a partner, but also track personal expenses in LM. I'd like to split transactions on our shared card so that my totals accurately reflect the amounts I am responsible for.
Include card options when making rules
It is common to use different cards from the same merchant for different purposes. It would be useful when creating an automatic rule to be able to specify or exclude cards from the rule Alternatively, could have a "edit rule parameters" option to let us tweak the rule before applying it to transactions.