Transaction Rules

Discussion List

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  Import transactions from CSV no longer triggering Rules

  Bernardo 674 views 31 comments 0 points Most recent by Coach Natalie October 1Report a Bug
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  Ability to sort Transaction Rules in Settings (edited)

  Active fnums 85 views 4 comments 13 points Most recent by car101120 September 28Feature Requests
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  Farewell Feedback

  Tim Etherington 102 views 6 comments 1 point Most recent by Flopbot September 25Feedback
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  Rules Feature Still Not working Reliably?

  Eric D 140 views 7 comments 0 points Most recent by SRC54 September 22Troubleshooting
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  Memorize Investment Transactions/Transaction Rules for Investment Transactions (edited)

  Active DannyB 141 views 4 comments 10 points Most recent by SmittyVA September 16Feature Requests
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  Stripe account doesn't show in the list of accounts when creating rules (edited)

  SmittyVA 150 views 7 comments 0 points Most recent by Coach Aldair September 15Troubleshooting
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  Transaction rules for linking to existing recurring (edited)

  Active Flopbot 41 views 0 comments 2 points Started by Flopbot September 11 Feature Requests
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  2

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  QBP: Allow Transaction Rules to be applied to Stripe Accounts (edited)

  Active SmittyVA 31 views 0 comments 2 points Started by SmittyVA September 8 Quicken Business & Personal Feature Requests
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  28

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  Ability to Split Categories in Category Rules (edited)

  Active Flopbot 363 views 9 comments 28 points Most recent by SmittyVA September 6Feature Requests
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  Create Rule: Allow and keep cursor location in between the "Contains" words

  Active pbryn1983 116 views 7 comments 1 point Most recent by Coach Natalie September 1Feature Requests
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  Auto-suggest transaction rules when editing a transaction (edited)

  Active pbryn1983 40 views 0 comments 1 point Started by pbryn1983 August 30 Feature Requests
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  When creating transaction Rules, account dropdown is blank

  Closed Max Lin 140 views 10 comments 0 points Most recent by SRC54 August 25Report a Bug
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  60
  Mobile App: Bring back the ability to create Transaction Rules directly from a transaction (edited)

  Completed david42960 863 views 34 comments 60 points Most recent by Levanima August 7Feature Requests
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  How can I write a Rule which matches part of a Statement Name?

  Answered ✓ Closed kaltorak 91 views 4 comments 0 points Most recent by kaltorak July 23Managing Your Transactions
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  Let Transaction Rules match substrings in a Statement Name (edited)

  Active kaltorak 41 views 1 comment 5 points Most recent by kaltorak July 23Feature Requests
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  Looking to automate some transaction classifications based on the owner or last 4 (edited)

  Closed ByJam 71 views 1 comment 0 points Most recent by Coach Jon July 13Managing Your Transactions
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  Add Rules widget to Transaction Detail page

  Closed GeeEmm 62 views 2 comments 1 point Most recent by 1280x720 July 7Feedback
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  How to manage historic transactions pulled in from linked accounts as a new user? (edited)

  Answered ✓ Closed FrameAndFinance 141 views 3 comments 0 points Most recent by Coach Jon June 25Getting Started
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  Rules not reliably applying to existing transactions (Payee/Category)

  Closed dfmarcus03 122 views 4 comments 1 point Most recent by Coach Jon June 22Troubleshooting
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  Add an automatic "Create Rule" prompt when editing transactions (edited)

  Active RobertoT 62 views 1 comment 3 points Most recent by Coach Natalie June 15Feature Requests
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  How can I match transaction rules using partial words?

  Closed bobbiesmith 441 views 26 comments 0 points Most recent by bobbiesmith June 6Managing Your Transactions
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  Icon to indicate that a transaction was categorized by a Rule (edited)

  Active ejr 63 views 1 comment 9 points Most recent by Micky1701 June 4Feature Requests
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  Check boxes for Categories, Tags, Rules to delete multiple items at once (edited)

  Closed Micky1701 43 views 1 comment 1 point Most recent by Coach Natalie June 4Managing Your Transactions
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  Renaming electronic payments (Apple Pay, Toast, Square, etc)

  Closed 1280x720 51 views 1 comment 0 points Most recent by SRC54 June 2Managing Your Transactions
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  Transaction Rule to trim template text from Payee Names (edited)

  Active randy-sk 53 views 2 comments 5 points Most recent by AndyM! AndyM! May 23Feature Requests
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  Issues with transactions, recurring, rules, connectivity, and tracking credit card payments (edited)

  Closed Ter1990 51 views 1 comment 0 points Most recent by Coach Jon May 19Feedback
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  Rules and Transfers?

  Closed lyr-finance 42 views 1 comment 0 points Most recent by Coach Natalie May 11Managing Your Transactions
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  Rules aren’t applying to transaction

  Closed hangingchad 61 views 1 comment 0 points Most recent by Coach Natalie May 4Troubleshooting
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  Rules not working

  Closed lynchbro 111 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 113 views 4 comments 16 points Most recent by sbennet1 April 30Feature Requests