Transaction Rules

Discussion List

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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 86 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 44 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 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 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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  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 44 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 21 points Most recent by zbsh December 2025Feature Requests
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  Advance Rules broke most existing rules for Income.

  Closed N4KHQ 63 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 646 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 11 views 2 comments 1 point Most recent by Coach Natalie December 2025Feature Requests
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  Rule to automatically trim Payee Name

  Closed randy-sk 43 views 3 comments 0 points Most recent by randy-sk December 2025Managing Your Transactions
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  Create rule within transaction category removed

  Closed wavehowie 53 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 51 views 2 comments 9 points Most recent by Coach Natalie November 2025Feature Requests
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  Pending vs. Cleared transactions

  Closed tim40 86 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 61 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 5.4K 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
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  New Feature Alert: Advanced Transaction Rules!

  Closed Coach Natalie 785 views 3 comments 3 points Most recent by Coach Natalie November 2025Updates From the Product Team
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  Why isn't my new rule being applied?

  Closed kaltorak 61 views 7 comments 0 points Most recent by DryHeat October 2025Troubleshooting
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  Automated Labeling based on transaction characteristics

  Closed dbs2025 22 views 1 comment 1 point Most recent by Coach Jon October 2025Managing Your Transactions
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  All My Recurring Transaction Series Disappeared!!!

  Closed anold 572 views 43 comments 0 points Most recent by Coach Jon October 2025Report a Bug for Quicken Business & Personal
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  [Hover text for long payee names] hides the Create Rule checkbox

  Closed Max1223 52 views 6 comments 0 points Most recent by Coach Jon October 2025Report a Bug
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  140
  Transaction Rules for automatically excluding/including transactions [edited] (1 Merged Vote)

  Completed Closed HSC 1.7K views 46 comments 140 points Most recent by Coach Natalie October 2025Feature Requests
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  112
  Transaction Rules for Tags [edited] (2 Merged Votes)

  Completed Closed TGP 2K views 49 comments 112 points Most recent by Coach Natalie October 2025Feature Requests
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  Ability to Split Categories in Category Rules (edited)

  Active Flopbot 242 views 8 comments 28 points Most recent by mortch October 2025Feature Requests