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.
Clean up rules
LM is too overzealous in creating new rules. Allow a way to easily/quickly clean up rules.
Is there a way to copy/duplicate a rule that I already have created for a different grocery store, restaurant, etc. It would save me a lot of time and effort, since the only thing I need to change in such rule is the payee
Rule categories / descriptions
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
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
Priority Order Default Value
Can we default the Priority of rules to maybe 8 or 9 instead of 10? I have a few rules that I want to run when all other rules are done, but in order to do that I need to move all the rules at 10 up to 8 or 9, but then any additional rules would still default back to 10 and I would have to move them up to 8 or 9 as well. Other solution would be to allow more then 10 Priority spaces.
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.