Rules

Support regular expressions when matching strings

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

Use case: I have a loan payment. In it I add additional principal to it each month. I want a rule that splits the extra principal into a separate transaction so that it can be tracked as its own category. That extra principal is a flat amount each month. Because I am paying extra principal, the interest I am paying goes down each month and therefore the amount due each month fluctuates. Setting everything as percentages will not assign the dollars of the transaction correctly. Desired outcome: Split 1 Amount: $100 Category: Extra Loan Principal Split 2 Amount: 30% Category: Made up category to demonstrate behavior if I actually needed an additional split even though my personal use case doesn't Split 3 Amount: Remaining transaction balance Category: Loan Payment Expectation: If for whatever reason the amount of the transaction does not support setting 30% to one split, having $100 left for another split, and at least $0.01 for the third then the rule would not trigger.

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"

There is an option to Auto Create rule when updating category but I would prefer it to auto create a suggested rule that I can then approve or reject later

I'd like to see a rule where transactions coming from a certain payer are automatically renamed to a set name.

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.