Renaming Rules Improvements

LeeIII

Renaming Rules are quite limited, and with an increased volume of electronic transactions are necessary to keep up. There are several improvements needed in the overall process.

1. Renaming Rules should be account-specific. There should be an account specified along with a matching option. If no account is specified then the rule could be generic and applied to all accounts.
2. Improved editing with the ability to introduce more sophisticated rules - including text substitution could be an improvement to power users.
3. Having a prompt to suggest renaming rules based on more machine learning logic would also be helpful. (Not large language model AI per-se, but rather some improved logic that looks at the patterns of name alterations and makes suggestions vs. the only option today which is to remember the changes you made on one transaction as a memorized transaction).
4. Quicken's auto-naming feature OFTEN renames transactions from my banks as "Purchase" or something generic. Those auto-renaming options should somehow be improved to be meaningful translations of the original - OR the suggested naming should be presented in the downloaded list with the ability to see (without clicking) what the original name was sent from the bank.
5. There should be the option to set on individual accounts that renaming rules DO NOT apply. Often my investment accounts have had suggestions coming in from downloaded transactions that are never going to apply to an investment account. (In the absence of #1 - account specific naming options - it would be very helpful to set an account to not use renaming rules in the account settings).