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

You can use rules to change the note field in a transaction, but I want to keep what is already there and add to it.

Support regular expressions when matching strings

Support a rule that deletes itself after matching ones. Use cases: used in anticipation of a transaction (i.e. the next Amazon transaction for $20 that comes in, categorize it as "Home" and set notes to "Detergent")

Support rules that say "Don't do X if Y", i.e. don't match recurring expense, don't ask to create new rule, etc.

LM is too overzealous in creating new rules. Allow a way to easily/quickly clean up rules.

Example: on transaction match, manually decrease or increase asset balance. This is especially helpful for users who have loan/mortgage/etc accounts that are not supported by Plaid.

When applying rule to similar transactions, show which account each transaction is from

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.