Transaction Rules

Bug - transactionRules pasting payee name removes last word

Randy1234 46 views 5 comments 0 points Most recent by Coach Natalie November 2025Report a Bug

New Feature Alert: Advanced Transaction Rules!

Closed Coach Natalie 751 views 3 comments 3 points Most recent by Coach Natalie November 2025Updates From the Product Team

Why isn't my new rule being applied?

Closed kaltorak 63 views 7 comments 0 points Most recent by DryHeat October 2025Troubleshooting

Automated Labeling based on transaction characteristics

Closed dbs2025 23 views 1 comment 1 point Most recent by Coach Jon October 2025Managing Your Transactions

All My Recurring Transaction Series Disappeared!!!

Closed anold 486 views 43 comments 0 points Most recent by Coach Jon October 2025Report a Bug for Quicken Business & Personal

[Hover text for long payee names] hides the Create Rule checkbox

Closed Max1223 54 views 6 comments 0 points Most recent by Coach Jon October 2025Report a Bug

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

112

Transaction Rules for Tags [edited] (2 Merged Votes)

Completed Closed TGP 1.9K views 49 comments 112 points Most recent by Coach Natalie October 2025Feature Requests

28

Ability to Split Categories in Category Rules (edited)

Active Flopbot 241 views 8 comments 28 points Most recent by mortch October 2025Feature Requests

Ally Bank transfer transactions will be labeled with the Payee as another vendor (edited)

Closed E.W. 32 views 4 comments 0 points Most recent by Coach Jon October 2025Adding and Updating Accounts

Rules to add tags

Closed Bill_B 14 views 1 comment 0 points Most recent by Coach Kristina September 2025Managing Your Transactions

Merged: Category Rule based on Payee and Account used to pay

Closed mark.glass 11 views 0 comments 2 points Most recent by SRC54 September 2025Feature Requests

Renaming Rules appear to not discriminate between "to" and "from" even when "is exactly" is used

Closed HappyNorml 23 views 1 comment 0 points Most recent by DryHeat September 2025Troubleshooting

Transaction naming and categorization apply only to Pending transactions, and change once Cleared

Closed tylermdunn 15 views 1 comment 0 points Most recent by Coach Jon September 2025Troubleshooting

Issue Creating Rules with Hyphens on the Mobile App (edited)

Closed Xplodius 56 views 8 comments 0 points Most recent by Xplodius September 2025Managing Your Transactions

Two-letter words appear to be ignored in rules

Closed khad 53 views 6 comments 0 points Most recent by SRC54 September 2025Report a Bug

Rules – Add Additional Items (edited)

Closed Dick_Davis 13 views 1 comment 0 points Most recent by Coach Natalie September 2025Managing Your Transactions

Applying rules to past transactions is not working (edited)

Closed housetr 91 views 12 comments 0 points Most recent by Coach Jon August 2025Troubleshooting

If select a category for a transaction, then create a rule...which takes precedence?

Answered ✓ Closed tryingtosimpli 44 views 2 comments 0 points Most recent by DryHeat July 2025Managing Your Transactions

Account Specific Category Rules

Closed MM123 12 views 1 comment 0 points Most recent by Coach Natalie July 2025Feedback

Suitable category for Investment account transactions

Closed MM123 24 views 1 comment 0 points Most recent by SRC54 July 2025Managing Your Transactions

Rules for Exclusions

Closed Desimo 2 views 1 comment 0 points Most recent by Coach Natalie July 2025Feedback

Create a Rule with AND condition instead or OR

Closed geekcred 128 views 12 comments 1 point Most recent by DryHeat July 2025Managing Your Transactions

4

Add exclusion criteria to Transaction Rules (edited)

Active Chris.Landry8011 27 views 1 comment 4 points Most recent by DryHeat June 2025Feature Requests

More Rules

Closed housetr 26 views 2 comments 0 points Most recent by housetr June 2025Managing Your Transactions

Unable to edit Payee Rule on the Mobile App - Duplicate Created (edited)

Closed kidd 87 views 6 comments 0 points Most recent by Coach Natalie May 2025Feedback

Rules Not Working

Closed housetr 74 views 11 comments 0 points Most recent by Coach Jon May 2025Managing Your Transactions

iOS app: Keyboard covers "Then rename payee as" field when creating a new rule

Closed khad 31 views 2 comments 0 points Most recent by Coach Natalie May 2025Report a Bug

Transaction Rules

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