Transaction Rules

Discussion List

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  12
  Add Transaction Rules [edited] (37 Merged Votes)

  Completed Closed mazar1977 231 views 38 comments 12 points Most recent by Coach Natalie November 2020Feature Requests
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  Category Override Rule Has Stopped Working

  Closed Mike T 1 view 3 comments 0 points Most recent by Coach Natalie July 2021Report a Bug
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  7

  Up Down
  Ability to apply a Category Rule to each individual Rule for a Payee (edited)

  Active Flopbot 41 views 1 comment 7 points Most recent by Coach Natalie August 2021Feature Requests
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  1
  Ability to Create Rules from Transactions List (edited)

  Completed Closed MCHAMMER8292 11 views 1 comment 1 point Most recent by Coach Natalie October 2021Feature Requests
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  Merged: Ability to Create Transaction Rules for Amounts and Accounts [edited] (1 Merged Vote)

  MCHAMMER8292 171 views 0 comments 28 points Started by MCHAMMER8292 September 2021 Feature Requests
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  Any better way to use payee rules to better categorize venmo transactions?

  Answered ✓ Closed jwl85 73 views 1 comment 0 points Most recent by Coach Natalie September 2021Managing your Transactions
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  11
  Option to stop showing the pop up to assign a "New Category rule" (1 Merged Vote)

  Completed Closed JKR 324 views 9 comments 11 points Most recent by Coach Natalie October 2021Feature Requests
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  Merged: Rules based on amount

  WWi 1 view 0 comments 1 point Started by WWi September 2021 Feature Requests
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  2
  Suggest Rule when changing Payee or Category (edited)

  Completed Closed WWi 41 views 3 comments 2 points Most recent by Coach Natalie October 2021Feature Requests
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  Rename Rule Pop Up

  Answered ✓ Closed nicko 32 views 8 comments 0 points Most recent by Coach Natalie November 2021Managing your Transactions
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  Turn off the feature to automatically categorize a transaction

  Closed dwakeman 31 views 1 comment 1 point Most recent by Coach Natalie November 2021Managing your Transactions
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  How to manage Category Rules?

  Answered ✓ Closed Klancey7 51 views 2 comments 0 points Most recent by Klancey7 December 2021Managing your Transactions
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  Simplifi Web Categorizing Transactions Issue

  Closed tapierce 21 views 3 comments 0 points Most recent by Coach Natalie December 2021Report a Bug
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  5

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  Icon to indicate that a transaction was categorized by a Rule (edited)

  Active ejr 11 views 0 comments 5 points Started by ejr December 2021 Feature Requests
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  Same Payee but on different accounts need to be assigned to different category

  Closed barjohn 31 views 2 comments 0 points Most recent by barjohn January 2022Managing your Transactions
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  Please add "variable" or partial payee names so that renaming rules don't have to be exact!

  Closed Zion 31 views 1 comment 1 point Most recent by Coach Natalie January 2022Managing your Transactions
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  Apple, Amazon and Google

  Answered ✓ Closed Rocksrabbit 31 views 2 comments 0 points Most recent by Rocksrabbit January 2022Managing your Transactions
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  New category rule is suggested every time a manual transaction is created

  Closed kehlan 1 view 3 comments 0 points Most recent by Coach Natalie February 2022Feedback
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  7

  Up Down
  Add an "OR" condition and a Dollar Range to Transaction Rules (edited)

  Active RobjWill718 11 views 1 comment 7 points Most recent by Coach Natalie February 2022Feature Requests
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  Merged: Rules: Add Tag support

  Skyfox675 1 view 0 comments 1 point Started by Skyfox675 March 2022 Feature Requests
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  Payee Renaming Rule Broken

  Answered ✓ Closed clsto 21 views 1 comment 0 points Most recent by Coach Natalie March 2022Report a Bug
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  Setting Rules by Purchase Amount

  Answered ✓ Closed JDNYUS 11 views 1 comment 0 points Most recent by Coach Natalie March 2022Managing your Transactions