Transaction Rules

Discussion List

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  18

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  Ability to use Transaction Rules/Quickfill for manual transactions (edited)

  Active SamM 307 views 15 comments 18 points Most recent by SRC54 December 4Feature Requests
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  Import transactions from CSV no longer triggering Rules

  Bernardo 59 views 8 comments 0 points Most recent by Bernardo December 1Troubleshooting
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  Create rule within transaction category removed

  wavehowie 11 views 1 comment 0 points Most recent by Coach Natalie December 1Feedback
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  17

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

  david42960 118 views 11 comments 17 points Most recent by zeggerjulie November 29Feature Requests
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  Advanced Transaction Rules: Share your feedback here!

  Announcement Coach Natalie 351 views 49 comments 0 points Most recent by DannyB November 25Feedback
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  Ability to sort Transaction Rules in Settings (edited)

  Active fnums 22 views 2 comments 7 points Most recent by DannyB November 23Feature Requests
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  9

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  Ability to apply a Category Rule to each individual Rule for a Payee (edited)

  Active Flopbot 52 views 2 comments 9 points Most recent by Coach Natalie November 12Feature Requests
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  7

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  Ability to see the Transaction Rules that are applied to a transaction (edited)

  Active leothemack 28 views 3 comments 7 points Most recent by RobWilk November 7Feature Requests
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  Pending vs. Cleared transactions

  tim40 32 views 4 comments 0 points Most recent by tim40 November 7Categories and Tags
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  Ability to apply multiple Transaction Rules to transactions (edited)

  Active xt741258 39 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 4.9K 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 27 views 5 comments 0 points Most recent by Coach Natalie November 3Report a Bug
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  New Feature Alert: Advanced Transaction Rules!

  Closed Coach Natalie 645 views 3 comments 3 points Most recent by Coach Natalie November 3Updates From the Product Team
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  Why isn't my new rule being applied?

  Closed kaltorak 47 views 7 comments 0 points Most recent by DryHeat October 31Troubleshooting
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  Automated Labeling based on transaction characteristics

  Closed dbs2025 24 views 1 comment 1 point Most recent by Coach Jon October 30Managing Your Transactions
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  All My Recurring Transaction Series Disappeared!!!

  Closed anold 249 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

  Closed Max1223 47 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 217 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. 31 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 18 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 21 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 47 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 163 views 8 comments 15 points Most recent by khad September 7Feature Requests
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  Rules – Add Additional Items (edited)

  Closed Dick_Davis 16 views 1 comment 0 points Most recent by Coach Natalie September 2Managing Your Transactions