Transaction Rules

Discussion List

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  7

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  Ability to select which past transactions a new Transactions Rule gets applied to (edited)

  Active Norm6257 58 views 2 comments 7 points Most recent by DannyB May 23Feature Requests
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  Vent - time consuming over time

  Closed Mrsterry 90 views 2 comments 0 points Most recent by DannyB May 19How do you Quicken Simplifi?
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  27

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  Uncheck "Apply/Set for Past/Existing Transactions" prompt by default [edited] (6 Merged Votes)

  Active timmyc123 375 views 19 comments 27 points Most recent by balenblanken May 16Feature Requests
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  How to turn OFF 'new category rule' default checkbox when I change a category

  Answered ✓ Closed MNMIS 43 views 3 comments 0 points Most recent by DannyB May 1Managing Your Transactions
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  Adding custom rules for categorizing transactions

  Closed Sourabh 17 views 1 comment 0 points Most recent by Coach Jon April 24Feedback
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  Make Category Rules More Flexiable

  Closed jn2consulting 25 views 1 comment 2 points Most recent by Coach Natalie April 22Feedback
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  Merged: Enhance Transaction Categorizing Rule

  MM123 1 view 0 comments 2 points Started by MM123 April 21 Feature Requests
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  Limited Transaction Categorizing Rule

  Closed MM123 14 views 1 comment 0 points Most recent by Coach Kristina April 21Feedback
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  Payee for Transfers

  Answered ✓ Closed Humanleg86 53 views 1 comment 0 points Most recent by UrsulaA April 17Managing Your Transactions
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  Stop Simplifi from asking to apply Rules (edited)

  Closed e5hapiro 50 views 1 comment 1 point Most recent by Coach Jon April 15Managing Your Transactions
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  Category changes to past transactions when creating a Transaction Rule (edited)

  Closed Silas 98 views 6 comments 1 point Most recent by Nerdy Beast April 6Report a Bug
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  Transaction rules

  Closed amhopi 28 views 1 comment 1 point Most recent by Coach Natalie April 3Feedback
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  Merged: Need to be able to create a rule based on amount

  IslandGirl 1 view 0 comments 1 point Started by IslandGirl April 1 Feature Requests
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  Payee rule not getting applied

  Closed ajbopp 212 views 2 comments 0 points Most recent by Flopbot March 29Report a Bug
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  Fuzzy match for spending rules

  Answered ✓ Closed Alex C 37 views 2 comments 0 points Most recent by Alex C March 29Managing Your Transactions
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  Editing Transaction Errors

  Answered ✓ Closed TeresaM 16 views 1 comment 0 points Most recent by DannyB March 28Troubleshooting
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  Some questions from a mint user

  Answered ✓ Closed swiggity 89 views 4 comments 0 points Most recent by swiggity March 27Getting Started
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  Ability to Have More Features When Creating Rules

  Closed Clarinetmast 35 views 2 comments 1 point Most recent by Coach Jon March 18Feedback
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  payee rule is matching the wrong transactions

  Closed bling 65 views 6 comments 0 points Most recent by Coach Jon March 11Report a Bug
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  New Category Rule

  Closed Steve574 59 views 3 comments 0 points Most recent by Coach Jon March 11Managing Your Transactions
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  13

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  Ability to create Category Rules based on keywords for the Payee (edited)

  Active a7790 337 views 8 comments 13 points Most recent by Arock77 March 10Feature Requests
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  iOS: Weird UX when creating payee rule within transaction

  Closed kidd 45 views 3 comments 1 point Most recent by Coach Natalie March 7Report a Bug
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  Merged: Add option to make a payee name rule based on a specific string and not just keywords

  IzzyR 11 views 0 comments 1 point Started by IzzyR February 28 Feature Requests
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  Disable New Rule Creation... Opt In rather than Opt Out

  Closed Sha 226 views 9 comments 2 points Most recent by EL1234 February 25Feedback
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  Expand Rule functionality: Category by account and payee "contains"

  Closed RonD 57 views 1 comment 1 point Most recent by UrsulaA February 20Feedback
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  There's no "View Transactions" option when creating a Category Rule on Mobile (edited)

  Closed khad 66 views 3 comments 0 points Most recent by Coach Natalie February 15Report a Bug
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  Mobile app: Cannot view past transactions when creating a payee rule from a transaction (edite)

  Closed khad 64 views 6 comments 0 points Most recent by Coach Natalie February 15Report a Bug
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  Categorize account automatically

  Answered ✓ Closed jpittenger 68 views 1 comment 0 points Most recent by UrsulaA February 8Managing Your Transactions
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  3
  When correcting a category, have the option to apply to past and future transactions for that payee

  Already Offered Closed System 70 views 5 comments 3 points Most recent by UrsulaA February 7Feature Requests
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  the rules are UNUSABLE

  Closed tim o 56 views 2 comments 0 points Most recent by tim o February 6Managing Your Transactions