This has been on and off Jen's map for five years now, suggest you use an MCP server and set up the rule there. Claude has served me well. Sort of a bitch to set up initially and feels like immense effort for something that feels like it should really be built-in, but works.

Leaving this message here just in case anyone else has grown frustrated with the lack of action in this item as well.

Automatically recognizing and creating transfers would save me a lot of time.

Is there any news/progress about this ? I would like to auto create movements every month for recurring transactions

I would love to have this, is there any progress?

I have a automatic transfer between my debit and savings account that round all payments to the nearest full number and tranfers the difference to my savings account. It can happen that i have 30 transfers that I now manually have to create a transfer for.

I want to create a rule that autmatically makes a credit and debit post and groups them. It would save me a lot of time. Thanks in advance!

It's been almost a year since the last activity on this thread... Is this still a planned feature? It's super important for my workflow, really looking forward to it.

I would use this to create transfer transactions when i send money to a savings account that doesnt have plaid support.