Ability to Create Transaction Rules for Amounts and Accounts [edited] (7 Merged Vote)

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Comments

  • Ram Balasubramanian
    Ram Balasubramanian Member

    +1 vote to create Rules by amount. PLEASE!

  • jfrylove
    jfrylove Member ✭
    edited November 2024

    I am thinking of not renewing Quicken. I came from Mint and have been trying Quicken and [removed] side by side. I really like Quicken, but [removed] rule making is so much better. I need to be able to categorize based on amount and which bank account. I wish Quicken would do this…as so many others have requested.

  • Thedude1980
    Thedude1980 Member ✭✭

    Canceled my renewal partly because this request has been ignored for years. This is a very basic and very important ability that could have been updated easily since 2022 when it was requested.

  • Mercs
    Mercs Member ✭✭

    I noticed the rules looked much different than the last time I checked them many months ago. They actually have an If/Then structure, they just need the ability to use other things other than the transaction name such as the amount and account of the transaction.

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