Transaction Rules

Discussion List

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  Import transactions from CSV no longer triggering Rules

  Bernardo 231 views 25 comments 0 points Most recent by DryHeat 1:22AMReport a Bug
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  Rules not working

  lynchbro 19 views 2 comments 0 points Most recent by gerardv514 March 29Troubleshooting
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  Ability to Bulk Merge/Delete Payee & Category Rules (edited)

  Active jsy42 56 views 1 comment 5 points Most recent by Micky1701 March 24Feature Requests
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  Deleting multiple tags, rules, etc.

  Micky1701 23 views 1 comment 1 point Most recent by Coach Jon March 24Feedback
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  Bug - transactionRules pasting payee name removes last word

  Randy1234 66 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 34 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)

  Rghsfl 15 views 1 comment 0 points Most recent by Coach Kristina March 15Managing Your Transactions
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  Mobile App: Bring back the ability to create Transaction Rules directly from a transaction (edited)

  david42960 441 views 25 comments 45 points Most recent by Levanima March 7Feature Requests
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  getting field errors when editing existing transaction rules (edited)

  Closed Randy1234 64 views 9 comments 1 point Most recent by Randy1234 February 24Report a Bug
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  Requesting followup on bug

  Closed N4KHQ 29 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 60 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 47 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 55 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 104 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 24 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
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  "Apply rule to existing transactions" is not working

  cyberstackn 124 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 14 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 177 views 9 comments 20 points Most recent by zbsh December 2025Feature Requests
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  Advance Rules broke most existing rules for Income.

  Closed N4KHQ 64 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 634 views 50 comments 0 points Most recent by Coach Natalie December 2025Feedback
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  Rules based on Category

  Closed Maples 26 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 13 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 68 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 46 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 30 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 393 views 15 comments 20 points Most recent by SRC54 December 2025Feature Requests