Transaction Rules

Discussion List

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  Transaction Rules for automatically deleting transactions (edited)

  Active RobWilk 54 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 19 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 84 views 9 comments 1 point Most recent by Randy1234 February 24Report a Bug
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  Requesting followup on bug

  Closed N4KHQ 39 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 88 views 4 comments 10 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 117 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 50 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 77 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 102 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 28 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 27 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 55 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 178 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 73 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 721 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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  Ability to uncheck 'Update Category' when creating a Payee Rule from a transaction (edited)

  Completed Closed rlorcro 25 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 48 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 60 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 56 views 2 comments 9 points Most recent by Coach Natalie November 2025Feature Requests
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  Pending vs. Cleared transactions

  Closed tim40 97 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 80 views 7 comments 2 points Most recent by DryHeat November 2025Feature Requests
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  Ability to Create Transaction Rules for Amounts and Accounts [edited] (7 Merged Vote)

  Completed Closed Luis 5.6K 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 796 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 73 views 7 comments 0 points Most recent by DryHeat October 2025Troubleshooting
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  Automated Labeling based on transaction characteristics

  Closed dbs2025 24 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 592 views 43 comments 0 points Most recent by Coach Jon October 2025Report a Bug for Quicken Business & Personal