Rule - Remove specific phrases
When my bank pays a non-standard vendor they use the phrase "Electronic Payment to" Vendor Name OR "Paper Payment to" Vendor Name. I would like a rule to remove those two phrases.
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
Clean up rules
LM is too overzealous in creating new rules. Allow a way to easily/quickly clean up rules.
Run split transactions through rules once
If a rule splits a transaction, allow those newly split transactions to run through rules as well.
Support operators like AND, OR, NOT in rules
Tangential to regex in rules (which can be a power user feature)
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.