I'm not sure about the "auto" part, and what is exactly meant by that in this context. Like, I don't need Lunch Money to try and automatically detect anything for me.

I just want to be able to select "Group Transactions" as an action for a Rule, same as we have Split Transaction, set category, etc.

To solve for the "Which of these 20 transactions that we've found throughout your history do you want to actually group?", the action should have a "Group timespan" field (or "Group bucket range", or something), which says that a group will be created for all transaction that fall between [1st] and [20th] (just as an example) of every month.

Then maybe have some pre-defined choices as well. Like, group all transactions that match the rule criteria, that were created within the same [Month] / [Week] / [Day].

So, basically, the action fields would look something like the below for this action type:

I think that will cover most of the cases for grouping transactions. And then today's rule engine for actually finding the transactions you want to group can be used. "Just" add grouping as an action we can define. 😊

Will this also work for internal transfers as well? Like between my bank accounts or between different spaces within the same bank account? (Wise for example).

Any updates?! :)

Still sounds like a great feature… 4 years later! (sigh)

This would be so useful!

Is there an ETA on this feature? I'm reluctant to move over from YNAB until it's available but v eager to!