Rules

I'd like the option to use the existing AND logic to help classify Payees that contain other variable data in the Payee field. For example, a single payee may include some additional detail depending on the transaction that could be used to help apply different categories. I encounter this with different gas stations or, retail/grocery stores that sell gas, where the payee information varies based on whether I'm paying at the pump, or purchasing something inside. So something like: payee contains "QuikTrip" AND payee contains "inside" -> Set payee to QuikTrip, Set Category to "General Merch" payee contains "QuikTrip" AND payee contains "outside" -> Set payee to QuikTrip, Set Category to "Gasoline"

I think it would be really cool to have Lunch Money send an email alert if one of my accounts goes below a specified balance. Even cooler would be if the account goes below the value of another account. For example, if my checking account balance drops below my credit card owing balance.

When applying a rule, is it possible to apply it exclusively to transactions that have not been categorized previously? In other words: apply the rule only to transactions with no category set. This approach would be useful in situations where you do not want to affect transactions that, although meeting the rule's conditions, were already categorized or processed in the past.

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"

Support regular expressions when matching strings

It's not unusual for Plaid to get transaction signs wrong and mark an expense as income or income as an expense, especially with investment transactions. Sometimes all transactions in an account are wrong, but sometimes only certain ones are, so it would be extremely helpful to be able to create a rule that can just flip the sign when necessary.

Apple pay payments from my bank (ASN Bank in the Netherlands) have a unique payee names for each payment I make there. Since the date/time is included in the payee field. This makes the rules that Lunch Money automatically creates kind of useless since they use this unique payee name. For example, this is one payee for a transaction using Apple Pay on ASN Bank. Marche t AmsterdammertLOENEN A 27.11.2024 11U06 KV009 060680EQ MCC:5499 Apple Pay betaling NLNEDERLAND When I clean up the auto-created rule to filter Payee with Starts with "Marche t Amsterdammert", it does work as expected.

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.