Discussion List

• 
  Merged: Enhance Transaction Categorizing Rule

  MM123 1 view 0 comments 2 points Started by MM123 April 2024 Feature Requests
• 
  Limited Transaction Categorizing Rule

  Closed MM123 11 views 1 comment 0 points Most recent by Coach Kristina April 2024Feedback
• 
  Payee for Transfers

  Answered ✓ Closed Humanleg86 64 views 1 comment 1 point Most recent by UrsulaA April 2024Managing Your Transactions
• 
  Stop Simplifi from asking to apply Rules (edited)

  Closed e5hapiro 63 views 1 comment 1 point Most recent by Coach Jon April 2024Managing Your Transactions
• 
  Category changes to past transactions when creating a Transaction Rule (edited)

  Closed Silas 111 views 6 comments 1 point Most recent by Nerdy Beast April 2024Report a Bug
• 
  Transaction rules

  Closed amhopi 22 views 1 comment 1 point Most recent by Coach Natalie April 2024Feedback
• 
  Merged: Need to be able to create a rule based on amount

  IslandGirl 1 view 0 comments 1 point Started by IslandGirl April 2024 Feature Requests
• 
  Payee rule not getting applied

  Closed ajbopp 295 views 2 comments 0 points Most recent by Flopbot March 2024Report a Bug
• 
  Fuzzy match for spending rules

  Answered ✓ Closed Alex C 31 views 2 comments 0 points Most recent by Alex C March 2024Managing Your Transactions
• 
  Editing Transaction Errors

  Answered ✓ Closed TeresaM 12 views 1 comment 0 points Most recent by DannyB March 2024Troubleshooting
• 
  Some questions from a mint user

  Answered ✓ Closed swiggity 82 views 4 comments 0 points Most recent by swiggity March 2024Getting Started
• 
  Ability to Have More Features When Creating Rules

  Closed Clarinetmast 31 views 2 comments 1 point Most recent by Coach Jon March 2024Feedback
• 
  payee rule is matching the wrong transactions

  Closed bling 61 views 6 comments 0 points Most recent by Coach Jon March 2024Report a Bug
• 
  New Category Rule

  Closed Steve574 62 views 3 comments 0 points Most recent by Coach Jon March 2024Managing Your Transactions
• 
  13

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

  Active a7790 351 views 8 comments 13 points Most recent by Arock77 March 2024Feature Requests
• 
  iOS: Weird UX when creating payee rule within transaction

  Closed kidd 41 views 3 comments 1 point Most recent by Coach Natalie March 2024Report a Bug
• 
  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 2024 Feature Requests
• 
  Disable New Rule Creation... Opt In rather than Opt Out

  Closed Sha 338 views 9 comments 2 points Most recent by EL1234 February 2024Feedback
• 
  Expand Rule functionality: Category by account and payee "contains"

  Closed RonD 61 views 1 comment 1 point Most recent by UrsulaA February 2024Feedback
• 
  There's no "View Transactions" option when creating a Category Rule on Mobile (edited)

  Closed khad 61 views 3 comments 0 points Most recent by Coach Natalie February 2024Report a Bug
• 
  Mobile app: Cannot view past transactions when creating a payee rule from a transaction (edite)

  Closed khad 61 views 6 comments 0 points Most recent by Coach Natalie February 2024Report a Bug
• 
  Categorize account automatically

  Answered ✓ Closed jpittenger 82 views 1 comment 0 points Most recent by UrsulaA February 2024Managing Your Transactions
• 
  3
  When correcting a category, have the option to apply to past and future transactions for that payee

  Already Offered Closed System 71 views 5 comments 3 points Most recent by UrsulaA February 2024Feature Requests
• 
  the rules are UNUSABLE

  Closed tim o 51 views 2 comments 0 points Most recent by tim o February 2024Managing Your Transactions
• 
  Merged: Quicker multiple transaction categorization

  jjdeutsch 11 views 0 comments 2 points Started by jjdeutsch February 2024 Managing Your Transactions
• 
  Recategorize all transactions from the transactions page

  Closed jjdeutsch 71 views 4 comments 0 points Most recent by jjdeutsch February 2024Managing Your Transactions
• 
  Unable to edit Payee Rule on the Mobile App - Duplicate Created (edited)

  kidd 41 views 5 comments 0 points Most recent by Coach Natalie January 2024Feedback
• 
  Payee and Category rule together

  Answered ✓ Closed oldit51 74 views 8 comments 1 point Most recent by UrsulaA January 2024Managing Your Transactions
• 
  Merged: Create Rule Limitations, allow to create rules based on the amount etc

  RBSimplify 1 view 0 comments 1 point Started by RBSimplify January 2024 Feature Requests
• 
  Merged: Payees & Rules definition that factor Account as well as Payee

  ssoko 1 view 0 comments 1 point Started by ssoko January 2024 Feature Requests