Rules

It would be great to be able to trigger rules for transactions with empty fields (ie. Payee, Notes). In the Transactions view, transactions without a payee are displayed as “[No Payee]”, but it's a UI label only and cannot be targeted. Context: I’m seeing duplicate bank transactions where the first one has no payee, and 1–2 days later a corrected transaction comes in with proper details. I’d like to automatically move the no-payee transactions to a quarantine category, but only the transactions where the payee is actually missing.

The rules features is, I belive, the core of LM but since the lists of these rules keep growing, it would great to have a way to group them, ideally the user setting own categories and assigning rules to them! this would greatly helps improving their maintenance!

It's not unusual for Plaid to get transaction signs wrong and mark an expense as income or income as an expense, especially with investment transactions. Sometimes all transactions in an account are wrong, but sometimes only certain ones are, so it would be extremely helpful to be able to create a rule that can just flip the sign when necessary.

I want to categorise my holiday expenses during date ranges. Currently I can only pick days which is not helpful. e.g. I want to categorise all transactions between 16th June 2024 - 15th August 2024 as holiday expenses.

When applying a rule, is it possible to apply it exclusively to transactions that have not been categorized previously? In other words: apply the rule only to transactions with no category set. This approach would be useful in situations where you do not want to affect transactions that, although meeting the rule's conditions, were already categorized or processed in the past.

When you click a normal transaction, it gives you the ability to create a rule based on the information of that transaction. I want the ability to do the same thing with a pending transaction.

Currently an email is triggered daily when transactions are imported. Suggestion to have the ability to change the frequency to weekly or bi-weekly etc.

Support regular expressions when matching strings