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Create rule based on Plaid metadata
under review
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Jen from Lunch Money
December 20, 2023
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Michael Herzberg
Along these same lines... On Amex's website I can easily see initials - mine or my wife's - based on whose card was used on any transaction. I see that LM is importing metadata of "account_owner." Within this field it is already clearly identifying mine and my wife's name. If this were implemented as a rules "if" condition, it would allow transactions to be tagged or notated based on whose credit card under that account was used. As an example, this would be super helpful - especially when trying to reconcile our many Amazon purchases in a month.
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September 24, 2024
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Dan Smith
This would be super helpful to set rules for things like Costco Gas, where the metadata has the Original Name as Costco Gas but LM is showing the Payee as Costco. It would be really nice to create a rule to properly categorize these transactions based on the Original Name.
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July 26, 2024
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Mike Ballas
Helpful if you share a credit card with your partner and need to filter out their transactions
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July 10, 2024
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Jen from Lunch Money
marked this post as
under review
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July 10, 2024
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JP Shipherd
It would also be helpful if there was a way to reference the value of plaid metadata fields when specifying a rule to populate a field.
For example it would be nice if I could specify setting the Payee field to something like {plaid.name} - {plaid.transaction_type}
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April 27, 2024
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Chris
Would be helpful for handling duplicates from paypal - the metadata on the bank payment side shows they're through paypal, but it's not included in the payee name
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January 15, 2024
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