Rules

Currently, the tooltip text explaining the way rule priority order works is complex and confusing and it should be simplified. Current text: "Rules are additive and will be applied in priority order with 20 being lowest and 1 being highest. For example, a matched rule updating the payee name of priority 20 will be overridden by a matched rule updating the payee name of priority 1." New text suggestion: "Rules are additive. Priority 20 (lowest) runs first, and priority 1 (highest) runs last. For example, a payee name change made by a matching priority 20 rule are overridden by a change made by a matching priority 1 rule."

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.

Over time, I have accumulated hundreds of rules, and it's very hard to manage them without a way to bulk edit them. An alternative to enabling bulk editing them is enabling exporting/importing rules. This would also make it easy to share rule(s) with others as well or add example rules in support that users could easily apply to their accounts.

Currently, "delete transaction" only works if created from a single existing transaction. This rule effect is not flexible enough to trigger deleting new transactions that are imported.

This error message comes up when trying to set an "if, then" element to an existing rule.

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"

Support regular expressions when matching strings