Transactions

If you are like me I buy ALOT off of Amazon.com So because its too much of a pain to break down those purchases into categories I just create one Big one called "Household Goods". Its a BIG category. It would be very helpful if we could get some of that data and improve the splitting of the transactions based off that info to improve the analysis of our spending.

Please allow different fonts to be selected. Just started today but I see one font for the widgets but the transactions/tables are different. I'm a bit vision challenged therefore it may just be me. I think it would be a pretty easy feature to add.

When i've imported transactions from a CSV and rules were applied, I can't see which rule(s) were applied when viewing the transaction. It currently only shows "imported from CSV", but not the rule that was applied when the import happened. When clicking "view transaction history", I'd like to be able to see rules that were applied when the transaction was imported,

It would be help to have more of a "set and forget" aspect to the categorization. It seems to require a lot of watching currently. If we could apply LLMs to the categorization it may help to automate this.

Please consider a smart filter function, to let several filter conditions combined together and become a single click button. Can you add a if condition in the rule function: "if the category GROUP is" sth. I hardly managed and merged similar categories into one group but at the end of the day, I still need to apple rule one by one for each of them.

Create cash flow forecasting feature to know how much money you may have on a given day in the future based on recurring items and set budgets

The default presets (split in half, split by custom) don't make it easy for the following common scenario: Split transaction, set one transaction to a fixed amount, split the rest

Sometimes some of my transactions from my bank are not imported properly, for whatever reason. This puts the balance out of whack. I need to be able to reconcile this balance instead of haphazardly updating it -- need to figure out which transactions were imported and which were not. This is a very tedious process right now :(

After syncing, I now have hundreds of new duplicate transactions going back years. And I already merged the synced account with the manual account before realizing. It would be extremely helpful to filter by transaction source so I can retroactively delete all transactions that came from Plaid more easily.

Use case I want to enter a new transaction that is just slightly different from another similar one. I could right click on the transaction / select it and go through the normal transaction creation process, but with the original transaction's data prefilled.