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
Append to note
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 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.
Clean up rules
LM is too overzealous in creating new rules. Allow a way to easily/quickly clean up rules.
Support a rule effect to decrease asset balance
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.
Show account column in "Apply Rule" pop-up
When applying rule to similar transactions, show which account each transaction is from