Transaction Rules

Discussion List

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  10

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  Mobile App: Bring back the ability to create Transaction Rules directly from a transaction (edited)

  david42960 71 views 7 comments 10 points Most recent by Saver89 November 7Feature Requests
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  Advanced Transaction Rules: Share your feedback here!

  Announcement Coach Natalie 290 views 46 comments 0 points Most recent by SRC54 November 7Feedback
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  Ability to see the Transaction Rules that are applied to a transaction (edited)

  Active leothemack 26 views 3 comments 7 points Most recent by RobWilk November 7Feature Requests
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  Pending vs. Cleared transactions

  Answered tim40 24 views 4 comments 0 points Most recent by tim40 November 7Categories and Tags
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  Import transactions from CSV no longer triggering Rules

  Bernardo 32 views 5 comments 0 points Most recent by Heros K2 November 6Troubleshooting
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  Ability to apply multiple Transaction Rules to transactions (edited)

  Active xt741258 30 views 7 comments 2 points Most recent by DryHeat November 5Feature Requests
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  275
  Ability to Create Transaction Rules for Amounts and Accounts [edited] (7 Merged Vote)

  Completed Luis 4.8K views 150 comments 275 points Most recent by Coach Natalie November 5Feature Requests
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  Merged: Create Rule removes hyphens in original statement keywords

  Closed xt741258 19 views 0 comments 0 points Most recent by xt741258 November 5Troubleshooting
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  Bug - transactionRules pasting payee name removes last word

  Randy1234 25 views 5 comments 0 points Most recent by Coach Natalie November 3Report a Bug
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  New Feature Alert: Advanced Transaction Rules!

  Announcement Closed Coach Natalie 568 views 3 comments 3 points Most recent by Coach Natalie November 3Updates From the Product Team
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  Ability to use Transaction Rules/Quickfill for manual transactions (edited)

  Active SamM 283 views 12 comments 16 points Most recent by RobWilk October 31Feature Requests
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  Why isn't my new rule being applied?

  kaltorak 42 views 7 comments 0 points Most recent by DryHeat October 31Troubleshooting
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  Automated Labeling based on transaction characteristics

  dbs2025 19 views 1 comment 1 point Most recent by Coach Jon October 30Managing Your Transactions
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  All My Recurring Transaction Series Disappeared!!!

  anold 243 views 43 comments 0 points Most recent by Coach Jon October 27Report a Bug for Quicken Business & Personal
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  [Hover text for long payee names] hides the Create Rule checkbox

  Max1223 43 views 6 comments 0 points Most recent by Coach Jon October 14Report a Bug
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  140
  Transaction Rules for automatically excluding/including transactions [edited] (1 Merged Vote)

  Completed Closed HSC 1.5K views 46 comments 140 points Most recent by Coach Natalie October 9Feature Requests
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  112
  Transaction Rules for Tags [edited] (2 Merged Votes)

  Completed Closed TGP 1.8K views 49 comments 112 points Most recent by Coach Natalie October 9Feature Requests
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  28

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  Ability to Split Categories in Category Rules (edited)

  Active Flopbot 210 views 8 comments 28 points Most recent by mortch October 3Feature Requests
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  Ally Bank transfer transactions will be labeled with the Payee as another vendor (edited)

  Closed E.W. 29 views 4 comments 0 points Most recent by Coach Jon October 1Adding and Updating Accounts
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  Rules to add tags

  Closed Bill_B 15 views 1 comment 0 points Most recent by Coach Kristina September 28Managing Your Transactions
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  Merged: Category Rule based on Payee and Account used to pay

  Closed mark.glass 11 views 0 comments 2 points Most recent by SRC54 September 27Feature Requests
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  Renaming Rules appear to not discriminate between "to" and "from" even when "is exactly" is used

  Closed HappyNorml 19 views 1 comment 0 points Most recent by DryHeat September 23Troubleshooting
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  Transaction naming and categorization apply only to Pending transactions, and change once Cleared

  Closed tylermdunn 4 views 1 comment 0 points Most recent by Coach Jon September 16Troubleshooting
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  Issue Creating Rules with Hyphens on the Mobile App (edited)

  Closed Xplodius 44 views 8 comments 0 points Most recent by Xplodius September 15Managing Your Transactions
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  Two-letter words appear to be ignored in rules

  Closed khad 40 views 6 comments 0 points Most recent by SRC54 September 7Report a Bug
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  15

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  Remove restrictions when creating Payee Rules, such as the 3-character limit (edited)

  Active George Sullins 161 views 8 comments 15 points Most recent by khad September 7Feature Requests
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  Rules – Add Additional Items (edited)

  Closed Dick_Davis 15 views 1 comment 0 points Most recent by Coach Natalie September 2Managing Your Transactions
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  Applying rules to past transactions is not working (edited)

  Closed housetr 59 views 12 comments 0 points Most recent by Coach Jon August 21Troubleshooting