Transaction Rules

Discussion List

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  Advanced Transaction Rules: Share your feedback here!

  Closed Coach Natalie 632 views 50 comments 0 points Most recent by Coach Natalie December 2025Feedback
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  Rules based on Category

  Closed Maples 22 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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  12

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  Allow users to specify the order in which Transaction Rules are applied (edited)

  Active DryHeat 61 views 3 comments 12 points Most recent by EL1234 December 2025Feature Requests
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  Rule to automatically trim Payee Name

  Closed randy-sk 41 views 3 comments 0 points Most recent by randy-sk December 2025Managing Your Transactions
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  4

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  Transaction Rule to trim template text from Payee Names (edited)

  Active randy-sk 33 views 1 comment 4 points Most recent by DryHeat December 2025Feature Requests
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  20

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  Ability to use Transaction Rules/Quickfill for manual transactions (edited)

  Active SamM 395 views 15 comments 20 points Most recent by SRC54 December 2025Feature Requests
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  Create rule within transaction category removed

  Closed wavehowie 51 views 1 comment 0 points Most recent by Coach Natalie December 2025Feedback
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  9

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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 85 views 4 comments 0 points Most recent by tim40 November 2025Categories and Tags
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  2

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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 5.3K 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 771 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 21 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 569 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 51 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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  28

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  Ability to Split Categories in Category Rules (edited)

  Active Flopbot 243 views 8 comments 28 points Most recent by mortch October 2025Feature Requests
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  Ally Bank transfer transactions will be labeled with the Payee as another vendor (edited)

  Closed E.W. 31 views 4 comments 0 points Most recent by Coach Jon October 2025Adding and Updating Accounts
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  Rules to add tags

  Closed Bill_B 12 views 1 comment 0 points Most recent by Coach Kristina September 2025Managing Your Transactions
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  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
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  Renaming Rules appear to not discriminate between "to" and "from" even when "is exactly" is used

  Closed HappyNorml 25 views 1 comment 0 points Most recent by DryHeat September 2025Troubleshooting
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  Transaction naming and categorization apply only to Pending transactions, and change once Cleared

  Closed tylermdunn 14 views 1 comment 0 points Most recent by Coach Jon September 2025Troubleshooting
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  Issue Creating Rules with Hyphens on the Mobile App (edited)

  Closed Xplodius 67 views 8 comments 0 points Most recent by Xplodius September 2025Managing Your Transactions
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  Two-letter words appear to be ignored in rules

  Closed khad 54 views 6 comments 0 points Most recent by SRC54 September 2025Report a Bug
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  Rules – Add Additional Items (edited)

  Closed Dick_Davis 11 views 1 comment 0 points Most recent by Coach Natalie September 2025Managing Your Transactions
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  Applying rules to past transactions is not working (edited)

  Closed housetr 94 views 12 comments 0 points Most recent by Coach Jon August 2025Troubleshooting