Feature Request: Support for more robust filters, including negative filters (!contains or !=) & AND/OR nesting, #530
scomen11
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Any update on this? |
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Describe the feature
Add NOT / negative matching to transaction rule conditions so rules can express logic like “IF (A) AND NOT (B)”.
Concretely, support operators such as Does not contain, Does not equal, and/or a general Negate condition toggle, plus the ability to combine conditions with AND/OR.
Why is this feature important?
Some filters are expressed more naturally as a combination of inclusion and exclusion terms, e.g. currently the filters sometimes classifies changes in investments in a company as transactions from the company (Uber, for instance) and this leads to classifying all of these as "Transportation" unless you can say something like "Description DOES NOT CONTAIN Dividend" or something like that.
Additionally, features cannot combine hierarchical ANDs and ORs but can only support AND at the top level or a single OR block with the "Any" criteria. But further nesting is unsupported and would provide more more robust enrichment.
Additional context, screenshots, and relevant links
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