Feature Requests
We review feature requests regularly to discuss with our product team. Your ideas and votes are important for helping us to prioritize our product roadmap. Keep the suggestions coming!
Add transaction amount as a criterion in auto-categorization rules
Currently, transaction rules for auto-assigning categories are limited to criteria like merchant name. This request is to add transaction amount (or amount range) as an additional matching criterion.
This would be especially useful for cases where the same merchant (e.g., Venmo) is used for multiple types of spending at fixed amounts. For example, a user might send $60 to a hairdresser and $40 to a house cleaner – both through Venmo – and want each to be automatically categorized differently based on the amount. Without amount as a filter, a single rule cannot distinguish between the two.
Adding amount or amount range as a rule criterion would give users much finer control over automatic transaction categorization, reducing manual re-categorization work.
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