Rules

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

Currently, a rule based on an amount range requires that instructions to split the transaction use percentages. There are several use cases where it would be useful to split such a transaction with a fixed amount for the first split and then have the second split be whatever the remainder of the amount is. An example might be gratuities. Say I offer a service that costs $50. I might create a rule that applies to transactions with an amount in the range of $50-$250. I would set the amount on the first split transaction to be $50 and be categorized as a payment for a service. The second split transaction could then set the amount to the remainder and classify it as a gratuity. (The system could allow multiple subsequent splits based on a percentage of the remainder). This wouldn't be a big change from the existing behavior, the only change necessary would be to allow the user to set a fixed amount that is less than or equal to the minimum of the amount range specified in the rule criteria on the first split transaction.

Would be nice to be able to add a 'comment' or 'description' as to what the rule is intended to be used for. Alternatively would be nice if I could categorize rules to make it easier to keep track of what I'm using each rule for Right now I just have a ton of rules that can be hard to look through to find the one I want to update

Support regular expressions when matching strings

Currently an email is triggered daily when transactions are imported. Suggestion to have the ability to change the frequency to weekly or bi-weekly etc.

I'd like the ability to bulk-edit rules. For example, I want to change the bank account for a specific set of rules (all rules). Background: when I create a new rule, the bank account is added. I didn't notice this before I started using a second and third bank account. But then, I noticed that my rules didn't work because the bank account didn't match. Editing over 300 rules is quite cumbersome, so a bulk-edit feature would be really useful. I can also see other situations where this feature would come in handy.

When creating rules, allow an "or" operator. This would be super helpful in consolidating rules with similar purposes for example "if from account A OR account B, do this" or "if payee is this OR that". Additionally it would be super nice to have multiple AND statements for the same field. For example "payee contains xxx AND payee does not contain yyy" This came up when "atm withdrawl" was also including "atm fee" transactions, so I could do "AND payee does not include fee"

Like in Gmail, where you can play around with search until you get the results you want and then convert it to a rule.

I have an expense that happens every 3 months and I want to set up a rule that automatically splits is between the three months. I can split it in 3 now, but they will all stay in the same month. Could the option be added to change the date of a transaction automatically?