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Rules

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Regex support
Support regular expressions when matching strings
16
·
under review
Create rule based on Plaid metadata
11
·
under review
Use rules to auto-create transactions
12
·
under review
Use rules to auto-group transactions
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
23
·
under review
Auto-created category rules should go under Suggested Rules
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
1
·
under review
Execute rules based on tags
1
·
under review
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