Clean up rules
LM is too overzealous in creating new rules. Allow a way to easily/quickly clean up rules.
Include card options when making rules
It is common to use different cards from the same merchant for different purposes. It would be useful when creating an automatic rule to be able to specify or exclude cards from the rule Alternatively, could have a "edit rule parameters" option to let us tweak the rule before applying it to transactions.
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
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.
Filter to show "Non-recurring rules"
There's currently a filter to show "recurring rules" on the rule edit page. I want to do the inverse, and only look at my non-recurring rules.
Toggle rule auto approval
Currently the auto generated rules are automatically approved unless you click the don't save rule link. Can a toggle be added to flip this around so the auto generated rules are automatically denied unless an approval link is clicked?
Rules support for Original payee
Match original payee Set original payee reset payee from original payee That last one is not just fanciful - I got screwed by a bunch of very different transactions getting overwritten with the same payee, and I don't see any way to recover.