Transaction Rules

Discussion List

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  "Apply rule to existing transactions" is not working

  Closed cyberstackn 412 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 672 views 18 comments 26 points Most recent by EL1234 April 28Feature Requests
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  3 char min for rules

  Closed Steve86 42 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)

  Closed leogibson 71 views 3 comments 0 points Most recent by EL1234 April 21Feedback
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  create rule based on transaction action

  Closed dcohen92 21 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)

  Closed Jodi Birston 61 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)

  Closed MrCash55 61 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 1.4K views 16 comments 61 points Most recent by sbennet1 April 13Feature Requests
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  Can't create a category rule from a transaction (edited)

  Closed wavehowie 51 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 121 views 13 comments 0 points Most recent by James-0401 April 3Troubleshooting
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  Ability to Bulk Merge/Edit/Delete Payee & Category Rules (edited)

  Active jsy42 91 views 1 comment 6 points Most recent by Micky1701 March 24Feature Requests
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  Deleting multiple tags, rules, etc.

  Closed Micky1701 31 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 71 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 102 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 21 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 121 views 9 comments 1 point Most recent by Randy1234 February 24Report a Bug
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  Requesting followup on bug

  Closed N4KHQ 41 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 102 views 4 comments 11 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 222 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 51 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 132 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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  Ability to create a Transaction Rule to not modify the payee name sent by the bank (edited)

  Active js100 61 views 1 comment 4 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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  Transaction Rules: Ability to "stop processing additional rules" (edited)

  Active SaishDawg 31 views 1 comment 3 points Most recent by Coach Natalie January 5Feature Requests
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  Remove restrictions when creating Payee Rules, such as the 3-character limit (edited)

  Active George Sullins 233 views 9 comments 21 points Most recent by zbsh December 2025Feature Requests
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  Advance Rules broke most existing rules for Income.

  Closed N4KHQ 81 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 1K views 50 comments 0 points Most recent by Coach Natalie December 2025Feedback
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  Rules based on Category

  Closed Maples 21 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 22 views 2 comments 1 point Most recent by Coach Natalie December 2025Feature Requests