Transaction Rules

Discussion List

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  268
  Ability to Create Transaction Rules for Amounts and Accounts [edited] (7 Merged Vote)

  In Progress Luis 3.5K views 120 comments 268 points Most recent by Clayton Riehle November 14Feature Requests
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  Transaction rules update

  Humanleg86 19 views 2 comments 0 points Most recent by Humanleg86 November 14Feedback
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  New Feature Alert: Transaction Rules Enhancements!

  Announcement Closed Coach Natalie 510 views 0 comments 10 points Started by Coach Natalie November 13 Updates From the Product Team
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  109
  Transaction Rules for Tags [edited] (2 Merged Votes)

  In Progress TGP 1.4K views 40 comments 109 points Most recent by Ben1 November 9Feature Requests
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  140
  Transaction Rules for automatically excluding/including transactions [edited] (1 Merged Vote)

  In Progress HSC 1.1K views 22 comments 140 points Most recent by Duke0486 November 5Feature Requests
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  "Appears on your [...] statement as" Text Download Length

  Flopbot 42 views 5 comments 0 points Most recent by Coach Natalie November 4Managing Your Transactions
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  Is there any way to reverse a rule?

  davidmutton 30 views 7 comments 0 points Most recent by davidmutton November 1Troubleshooting
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  10

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

  Active George Sullins 139 views 7 comments 10 points Most recent by spamwich October 29Feature Requests
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  Creating Rules at the Report Level?

  Closed andyqq99 43 views 6 comments 0 points Most recent by SRC54 October 5Managing Your Transactions
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  Merged: Add $ amount option to category renaming rules

  Closed wkh 3 views 0 comments 1 point Started by wkh September 30 Feature Requests
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  Rules are inadequate

  Closed Dancerfrog 27 views 1 comment 0 points Most recent by Coach Natalie September 27Feedback
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  58

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  Payee Name wild cards for Transaction Rules [edited] (1 Merged Vote)

  Active Simon Jemani 1.1K views 15 comments 58 points Most recent by UrsulaA September 17Feature Requests
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  How to set a default category for an unrecognized payee?

  Closed DavidB 42 views 3 comments 0 points Most recent by DavidB September 4Managing Your Transactions
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  Payees & rules limitations, not useful for my use case.

  Closed snovvman 23 views 1 comment 0 points Most recent by UrsulaA August 31Managing Your Transactions
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  Can I automatically run payee rename rules across all of transaction history?

  Closed kaltorak 31 views 1 comment 0 points Most recent by Coach Kristina August 18Managing Your Transactions
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  Creating a Transaction Rule from Reports (edited)

  Answered ✓ Closed andyqq99 25 views 1 comment 0 points Most recent by Coach Jon August 16Troubleshooting
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  Creating new rule Payee name must be 3 letters?

  Answered ✓ Closed Mountain Man 18 views 1 comment 0 points Most recent by UrsulaA August 12Feedback
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  Merged: Matching rules should allow one to filter or apply to a selected account

  wmanzer 5 views 0 comments 1 point Started by wmanzer July 31 Feature Requests
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  Rules not working

  Closed scrabbledad 23 views 1 comment 0 points Most recent by Coach Jon July 19Managing Your Transactions
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  Rules won’t apply to past transactions

  Closed Emma81218 17 views 1 comment 0 points Most recent by Coach Natalie July 12Feedback
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  14

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  Ability to Split Categories in Category Rules (edited)

  Active Flopbot 121 views 4 comments 14 points Most recent by fcb June 30Feature Requests
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  Categories Rules Apply to Past Transactions is broken (edited)

  Closed staz 56 views 3 comments 0 points Most recent by Coach Jon June 26Report a Bug
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  Accessibility issue - don't automatically open the "New Transaction Rule"

  Closed J.A.W. 12 views 1 comment 0 points Most recent by Coach Jon June 21Feedback
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  Merged: Rules "contain"

  Arock77 7 views 0 comments 2 points Started by Arock77 June 21 Feature Requests
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  Stop the "New category rule" Pop up

  Closed CGJ 43 views 2 comments 2 points Most recent by kierkito June 17Managing Your Transactions
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  Simplifi is overriding rules to create transfers (edited)

  Closed jayyan 29 views 2 comments 0 points Most recent by DannyB June 13Troubleshooting
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  Rename rules to keep/exclude parts of statement name (like for Amazon purchases)

  Closed Thomsa 22 views 1 comment 1 point Most recent by Coach Natalie June 13Feedback
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  7

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  Memorize Investment Transactions/Transaction Rules for Investment Transactions (edited)

  Active DannyB 91 views 2 comments 7 points Most recent by DannyB May 31Feature Requests
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  Option to Disable Prompt for New Category Rule

  Closed Ritland 51 views 3 comments 1 point Most recent by Coach Jon May 23Managing Your Transactions