Transaction Rules

Discussion List

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  Balance adjustments for credit card redemptions

  Ted F 45 views 8 comments 0 points Most recent by DryHeat January 25Feedback
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  Merged: Unrecognized transactions and balances in manual accounts

  Closed Jeremiah.R.Akin 6 views 0 comments 0 points Most recent by Jeremiah.R.Akin January 22Report a Bug
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  Import transactions from CSV no longer triggering Rules

  Bernardo 113 views 11 comments 0 points Most recent by Coach Kristina January 18Troubleshooting
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  9

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

  Active DannyB 107 views 3 comments 9 points Most recent by SRC54 January 15Feature Requests
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  2

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  Ability to create a Transaction Rule to not modify the payee name sent by the bank (edited)

  js100 25 views 1 comment 2 points Most recent by EL1234 January 12Feature Requests
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  Merged: Filter by day of month in the transaction register and the amount high and low.

  Closed sbennet1 3 views 0 comments 1 point Started by sbennet1 January 9 Feature Requests
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  "Apply rule to existing transactions" is not working

  cyberstackn 74 views 4 comments 1 point Most recent by cyberstackn January 7Troubleshooting
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  Transaction Rules: Ability to "stop processing additional rules" (edited)

  SaishDawg 18 views 1 comment 3 points Most recent by Coach Natalie January 5Feature Requests
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  Mobile App: Bring back the ability to create Transaction Rules directly from a transaction (edited)

  david42960 244 views 13 comments 35 points Most recent by Frustrated January 5Feature Requests
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  Ability to sort Transaction Rules in Settings (edited)

  Active fnums 34 views 3 comments 9 points Most recent by SaishDawg January 5Feature Requests
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  19

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

  Active George Sullins 178 views 9 comments 19 points Most recent by zbsh December 2025Feature Requests
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  Advance Rules broke most existing rules for Income.

  Closed N4KHQ 41 views 4 comments 0 points Most recent by N4KHQ December 2025Troubleshooting
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  Advanced Transaction Rules: Share your feedback here!

  Closed Coach Natalie 511 views 50 comments 0 points Most recent by Coach Natalie December 2025Feedback
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  Rules based on Category

  Closed Maples 25 views 2 comments 1 point Most recent by DryHeat December 2025Feedback
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  1
  Ability to uncheck 'Update Category' when creating a Payee Rule from a transaction (edited)

  Completed Closed rlorcro 17 views 2 comments 1 point Most recent by Coach Natalie December 2025Feature Requests
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  Allow users to specify the order in which Transaction Rules are applied (edited)

  Active DryHeat 43 views 3 comments 12 points Most recent by EL1234 December 2025Feature Requests
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  Rule to automatically trim Payee Name

  Closed randy-sk 31 views 3 comments 0 points Most recent by randy-sk December 2025Managing Your Transactions
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  4

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  Transaction Rule to trim template text from Payee Names (edited)

  Active randy-sk 26 views 1 comment 4 points Most recent by DryHeat December 2025Feature Requests
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  19

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

  Active SamM 362 views 15 comments 19 points Most recent by SRC54 December 2025Feature Requests
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  Create rule within transaction category removed

  Closed wavehowie 38 views 1 comment 0 points Most recent by Coach Natalie December 2025Feedback
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  Ability to apply a Category Rule to each individual Rule for a Payee (edited)

  Active Flopbot 56 views 2 comments 9 points Most recent by Coach Natalie November 2025Feature Requests
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  Ability to see the Transaction Rules that are applied to a transaction (edited)

  Active leothemack 47 views 3 comments 7 points Most recent by RobWilk November 2025Feature Requests
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  Pending vs. Cleared transactions

  Closed tim40 56 views 4 comments 0 points Most recent by tim40 November 2025Categories and Tags
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  Ability to apply multiple Transaction Rules to transactions (edited)

  Active xt741258 69 views 7 comments 2 points Most recent by DryHeat November 2025Feature Requests
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  275
  Ability to Create Transaction Rules for Amounts and Accounts [edited] (7 Merged Vote)

  Completed Closed Luis 5.1K views 150 comments 275 points Most recent by Coach Natalie November 2025Feature 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 2025Troubleshooting
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  Bug - transactionRules pasting payee name removes last word

  Randy1234 39 views 5 comments 0 points Most recent by Coach Natalie November 2025Report a Bug
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  New Feature Alert: Advanced Transaction Rules!

  Closed Coach Natalie 714 views 3 comments 3 points Most recent by Coach Natalie November 2025Updates From the Product Team
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  Why isn't my new rule being applied?

  Closed kaltorak 62 views 7 comments 0 points Most recent by DryHeat October 2025Troubleshooting
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  Automated Labeling based on transaction characteristics

  Closed dbs2025 25 views 1 comment 1 point Most recent by Coach Jon October 2025Managing Your Transactions