Clean up rules
complete
Jen from Lunch Money
LM is too overzealous in creating new rules. Allow a way to easily/quickly clean up rules.
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Jen from Lunch Money
Merged in a post:
Approve new rules
K
Kyle
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.
Jen from Lunch Money
complete
Lots of changes in the last few releases around making it easier to browse and manage rules! Thanks for voting on this feature request!
Jen from Lunch Money
in progress
Coming soon: rule filters, bulk delete and bulk apply!
I
Ian Smith
I've recently gone through and deleted all my rules to start from scratch, disabling autocreation of new rules. A checkbox for each rule with ability to delete or disable would certainly have made this easier (and less scary if you weren't going the nuclear path I was). I think manually creating rules is a good exercise but also exposes some of the flexibility I wish LM offered: OR conditions and ability to perform an operation more than once (for example, matching multiple payees) are the two most important to me.
Jen from Lunch Money
under review
E
Etienne Bido
Lol, very true. Every transaction that I categorize makes a new rule. So every now and then I have to clean up the hundreds of rules
K
Kolton
hahah I agree, but I do find them very helpful when I do repetitive tasks and LM notices. My one gripe with rules is that sometimes I end up with many rules affecting the same payee, for example. I would be great if there's a way to merge them together, almost figure out if two rules are affecting the same payee then merge them and just have two conditions?