Transaction Rules

Discussion List

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  Requesting followup on bug

  N4KHQ 23 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 53 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?

  euphonia 46 views 5 comments 0 points Most recent by DryHeat February 7Managing Your Transactions
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  getting field errors when editing existing transaction rules (edited)

  Randy1234 50 views 8 comments 1 point Most recent by DryHeat February 5Report a Bug
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  Mobile App: Bring back the ability to create Transaction Rules directly from a transaction (edited)

  david42960 307 views 16 comments 41 points Most recent by Coach Natalie January 30Feature Requests
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  How long does it normally take to fix known bugs

  Answered ✓ N4KHQ 40 views 1 comment 0 points Most recent by Coach Natalie January 29Feedback
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  Import transactions from CSV no longer triggering Rules

  Bernardo 125 views 12 comments 0 points Most recent by Bernardo January 28Troubleshooting
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  Balance adjustments for credit card redemptions

  Ted F 44 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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  9

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

  js100 23 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 Started by sbennet1 January 9 Feature Requests
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  "Apply rule to existing transactions" is not working

  cyberstackn 101 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 13 views 1 comment 3 points Most recent by Coach Natalie January 5Feature Requests
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  Ability to sort Transaction Rules in Settings (edited)

  Active fnums 33 views 3 comments 9 points Most recent by SaishDawg January 5Feature Requests
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  Remove restrictions when creating Payee Rules, such as the 3-character limit (edited)

  Active George Sullins 172 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 46 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 548 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 11 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 49 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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  Transaction Rule to trim template text from Payee Names (edited)

  Active randy-sk 22 views 1 comment 4 points Most recent by DryHeat December 2025Feature Requests
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  Ability to use Transaction Rules/Quickfill for manual transactions (edited)

  Active SamM 387 views 15 comments 20 points Most recent by SRC54 December 2025Feature Requests
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  Create rule within transaction category removed

  Closed wavehowie 50 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 52 views 2 comments 9 points Most recent by Coach Natalie November 2025Feature Requests
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  Pending vs. Cleared transactions

  Closed tim40 59 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 62 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 5.2K 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 11 views 0 comments 0 points Most recent by xt741258 November 2025Troubleshooting