Transaction Rules

Discussion List

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  Rules aren’t applying to transaction

  hangingchad 26 views 1 comment 0 points Most recent by Coach Natalie May 4Troubleshooting
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  Rules not working

  lynchbro 33 views 4 comments 0 points Most recent by lynchbro May 2Troubleshooting
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  Allow users to specify the order in which Transaction Rules are applied (edited)

  Active DryHeat 61 views 4 comments 15 points Most recent by sbennet1 April 30Feature Requests
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  "Apply rule to existing transactions" is not working

  cyberstackn 167 views 8 comments 1 point Most recent by Coach Natalie April 30Troubleshooting
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  Ability to use Transaction Rules/Quickfill for manual transactions (edited)

  Active SamM 406 views 18 comments 23 points Most recent by EL1234 April 28Feature Requests
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  3 char min for rules

  Steve86 21 views 3 comments 0 points Most recent by Coach Kristina April 25Managing Your Transactions
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  Feedback and suggestions for Simplifi from a new user (multiple features)

  leogibson 33 views 3 comments 0 points Most recent by EL1234 April 21Feedback
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  Mobile App: Bring back the ability to create Transaction Rules directly from a transaction (edited)

  david42960 502 views 29 comments 54 points Most recent by Levanima April 18Feature Requests
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  create rule based on transaction action

  dcohen92 12 views 1 comment 0 points Most recent by Coach Jon April 16Feedback
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  Splitting Transactions between 2 companies and personal via rules? (edited)

  Jodi Birston 11 views 2 comments 0 points Most recent by EL1234 April 16Managing Your Transactions
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  iOS transaction rules - ability to create a rule from a transaction (edited)

  MrCash55 22 views 1 comment 0 points Most recent by Coach Natalie April 14Managing Your Transactions
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  Payee Name wild cards for Transaction Rules [edited] (1 Merged Vote)

  Active Simon Jemani 1.2K views 16 comments 61 points Most recent by sbennet1 April 13Feature Requests
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  Import transactions from CSV no longer triggering Rules

  Bernardo 263 views 27 comments 0 points Most recent by hubert.casimiro April 13Report a Bug
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  Can't create a category rule from a transaction (edited)

  Closed wavehowie 13 views 1 comment 0 points Most recent by Coach Natalie April 8Managing Your Transactions
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  In a transaction rule, I can't change the contains values

  Closed James-0401 52 views 13 comments 0 points Most recent by James-0401 April 3Troubleshooting
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  Ability to Bulk Merge/Delete Payee & Category Rules (edited)

  Active jsy42 52 views 1 comment 5 points Most recent by Micky1701 March 24Feature Requests
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  Deleting multiple tags, rules, etc.

  Closed Micky1701 21 views 1 comment 1 point Most recent by Coach Jon March 24Feedback
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  Bug - transactionRules pasting payee name removes last word

  Closed Randy1234 61 views 7 comments 0 points Most recent by Coach Natalie March 18Report a Bug
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  Transaction Rules for automatically deleting transactions (edited)

  Active RobWilk 31 views 7 comments 0 points Most recent by SRC54 March 17Feature Requests
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  Please put rules back on the transactions under the payee where it used to be (edited)

  Closed Rghsfl 11 views 1 comment 0 points Most recent by Coach Kristina March 15Managing Your Transactions
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  getting field errors when editing existing transaction rules (edited)

  Closed Randy1234 62 views 9 comments 1 point Most recent by Randy1234 February 24Report a Bug
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  Requesting followup on bug

  Closed N4KHQ 31 views 3 comments 0 points Most recent by Coach Natalie February 9Troubleshooting
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  Ability to see the Transaction Rules that are applied to a transaction (edited)

  Active leothemack 71 views 4 comments 9 points Most recent by sbennet1 February 8Feature Requests
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  How can I make Quicken automatically put transactions in the right category?

  Closed euphonia 71 views 5 comments 0 points Most recent by DryHeat February 7Managing Your Transactions
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  How long does it normally take to fix known bugs

  Answered ✓ Closed N4KHQ 41 views 1 comment 0 points Most recent by Coach Natalie January 29Feedback
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  Balance adjustments for credit card redemptions

  Closed Ted F 51 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 1 view 0 comments 0 points Most recent by Jeremiah.R.Akin January 22Report a Bug
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  Memorize Investment Transactions/Transaction Rules for Investment Transactions (edited)

  Active DannyB 101 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 21 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 1 view 0 comments 1 point Most recent by sbennet1 January 9Feature Requests