Rules

Currently when payee names are changed or categories are updated, they end up in Suggested Rules for the user to review and add them separately. I have 250 rules and many are one-off changes. Rather, when a payee is changed or the category is updated, I want the program to check the impact of how many records could get impacted and notify the user if they want to create it as a rule if it is over a threshold (say, 5 transactions). That rule should contain the payee name change, the category change, and mark it as reviewed. Separately, a search box in the Suggested Rules section would be helpful too.

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

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.

This makes it easier when flagging transactions from trips or vacation then creating a category or adding them to an existing category. Way easier for trip expenses and reimbursements from work.

I want auto rule generation on. But for a bunch of things, I don't want auto rules generated. Sometimes ABC Gas is cat Gas - Van, sometimes it's Gas - Car, sometimes it's Groceries. Need a way to leave auto rule generation on, but allow be to block it on 'ABC' being part of payee for example. And any other character string I want to block it on. I am continuously deleting newly created rules. I don't want to have to select a box while categorizing the transaction. Maybe this would cause more help requests though, I can see that angle.

Can work similar to the Categories page. Eg: Would like to see all rules related to 'Gas' together.

Currently, each of the available rule conditions (eg. "Matches payee name" or "In account") can only be used once. 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"

Support regular expressions when matching strings