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Rules

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Add Rule "Or" Operator
When creating rules, allow an "or" operator. This would be super helpful in consolidating rules with similar purposes for example "if from account A OR account B, do this" or "if payee is this OR that". Additionally it would be super nice to have multiple AND statements for the same field. For example "payee contains xxx AND payee does not contain yyy" This came up when "atm withdrawl" was also including "atm fee" transactions, so I could do "AND payee does not include fee"
8
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under review

Create rule based on Plaid metadata
6
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under review

Regex support
Support regular expressions when matching strings
15
·

under review

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
22
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under review

Execute rules based on tags
1
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under review

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