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Transaction Rules
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Discussion List
254
Up
Down
Ability to Create Transaction Rules for Amounts and Accounts [edited] (7 Merged Vote)
In Review
Luis
2.6K
views
93
comments
254
points
Most recent by
SimpliJSHL
May 7
Feature Requests
96
Up
Down
Transaction Rules for Tags [edited] (2 Merged Votes)
In Review
TGP
1.1K
views
34
comments
96
points
Most recent by
pjthomas404
May 6
Feature Requests
How to turn OFF 'new category rule' default checkbox when I change a category
Answered ✓
MNMIS
32
views
3
comments
0
points
Most recent by
DannyB
May 1
Managing Your Transactions
Option to Disable Prompt for New Category Rule
Ritland
15
views
1
comment
1
point
Most recent by
Coach Jon
April 29
Managing Your Transactions
126
Up
Down
Transaction Rules for automatically excluding/including transactions [edited] (1 Merged Vote)
In Review
HSC
891
views
20
comments
126
points
Most recent by
Dips
April 28
Feature Requests
Adding custom rules for categorizing transactions
Sourabh
16
views
1
comment
0
points
Most recent by
Coach Jon
April 24
Feedback
Make Category Rules More Flexiable
jn2consulting
21
views
1
comment
2
points
Most recent by
Coach Natalie
April 22
Feedback
Merged: Enhance Transaction Categorizing Rule
MM123
10
views
0
comments
2
points
Started by
MM123
April 21
Feature Requests
Limited Transaction Categorizing Rule
MM123
13
views
1
comment
0
points
Most recent by
Coach Kristina
April 21
Feedback
Payee for Transfers
Answered ✓
Humanleg86
27
views
1
comment
0
points
Most recent by
UrsulaA
April 17
Managing Your Transactions
Stop Simplifi from asking to apply Rules (edited)
e5hapiro
29
views
1
comment
1
point
Most recent by
Coach Jon
April 15
Managing Your Transactions
5
Up
Down
Ability to select which past transactions a new Transactions Rule gets applied to (edited)
Active
Norm6257
30
views
1
comment
5
points
Most recent by
N4KHQ
April 12
Feature Requests
Category changes to past transactions when creating a Transaction Rule (edited)
Closed
Silas
64
views
6
comments
0
points
Most recent by
Nerdy Beast
April 6
Report a Bug
Transaction rules
Closed
amhopi
23
views
1
comment
1
point
Most recent by
Coach Natalie
April 3
Feedback
Merged: Need to be able to create a rule based on amount
IslandGirl
3
views
0
comments
1
point
Started by
IslandGirl
April 1
Feature Requests
51
Up
Down
Payee Name wild cards for Transaction Rules [edited] (1 Merged Vote)
Active
Simon Jemani
787
views
11
comments
51
points
Most recent by
salqadri
March 30
Feature Requests
Payee rule not getting applied
Closed
ajbopp
66
views
2
comments
0
points
Most recent by
Flopbot
March 29
Report a Bug
Fuzzy match for spending rules
Answered ✓
Closed
Alex C
32
views
2
comments
0
points
Most recent by
Alex C
March 29
Managing Your Transactions
Editing Transaction Errors
Answered ✓
Closed
TeresaM
19
views
1
comment
0
points
Most recent by
DannyB
March 28
Troubleshooting
Some questions from a mint user
Answered ✓
Closed
swiggity
70
views
4
comments
0
points
Most recent by
swiggity
March 27
Getting Started
Ability to Have More Features When Creating Rules
Closed
Clarinetmast
36
views
2
comments
1
point
Most recent by
Coach Jon
March 18
Feedback
8
Up
Down
Remove restrictions when creating Payee Rules, such as the 3-character limit (edited)
Active
George Sullins
101
views
6
comments
8
points
Most recent by
bling
March 17
Feature Requests
payee rule is matching the wrong transactions
Closed
bling
67
views
6
comments
0
points
Most recent by
Coach Jon
March 11
Report a Bug
New Category Rule
Closed
Steve574
35
views
3
comments
0
points
Most recent by
Coach Jon
March 11
Managing Your Transactions
12
Up
Down
Ability to create Category Rules based on keywords for the Payee (edited)
Active
a7790
256
views
8
comments
12
points
Most recent by
Arock77
March 10
Feature Requests
iOS: Weird UX when creating payee rule within transaction
Closed
kidd
45
views
3
comments
1
point
Most recent by
Coach Natalie
March 7
Report a Bug
Merged: Add option to make a payee name rule based on a specific string and not just keywords
IzzyR
13
views
0
comments
1
point
Started by
IzzyR
February 28
Feature Requests
Disable New Rule Creation... Opt In rather than Opt Out
Closed
Sha
108
views
9
comments
2
points
Most recent by
EL1234
February 25
Feedback
Expand Rule functionality: Category by account and payee "contains"
Closed
RonD
33
views
1
comment
1
point
Most recent by
UrsulaA
February 20
Feedback
There's no "View Transactions" option when creating a Category Rule on Mobile (edited)
Closed
khad
66
views
3
comments
0
points
Most recent by
Coach Natalie
February 15
Report a Bug
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