Transaction Rules

Discussion List

• 
  Rule to automatically trim Payee Name

  Closed randy-sk 62 views 3 comments 0 points Most recent by randy-sk December 2025Managing Your Transactions
• 
  Create rule within transaction category removed

  Closed wavehowie 71 views 1 comment 0 points Most recent by Coach Natalie December 2025Feedback
• 
  9

  Up Down
  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
• 
  Pending vs. Cleared transactions

  Closed tim40 142 views 4 comments 0 points Most recent by tim40 November 2025Categories and Tags
• 
  2

  Up Down
  Ability to apply multiple Transaction Rules to transactions (edited)

  Active xt741258 101 views 7 comments 2 points Most recent by DryHeat November 2025Feature Requests
• 
  275
  Ability to Create Transaction Rules for Amounts and Accounts [edited] (7 Merged Vote)

  Completed Closed Luis 6.5K views 150 comments 275 points Most recent by Coach Natalie November 2025Feature Requests
• 
  Merged: Create Rule removes hyphens in original statement keywords

  Closed xt741258 11 views 0 comments 0 points Most recent by xt741258 November 2025Troubleshooting
• 
  New Feature Alert: Advanced Transaction Rules!

  Closed Coach Natalie 822 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 101 views 7 comments 0 points Most recent by DryHeat October 2025Troubleshooting
• 
  Automated Labeling based on transaction characteristics

  Closed dbs2025 21 views 1 comment 1 point Most recent by Coach Jon October 2025Managing Your Transactions
• 
  All My Recurring Transaction Series Disappeared!!!

  Closed anold 671 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 91 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 2.1K 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 2.4K views 49 comments 112 points Most recent by Coach Natalie October 2025Feature Requests
• 
  Ally Bank transfer transactions will be labeled with the Payee as another vendor (edited)

  Closed E.W. 71 views 4 comments 0 points Most recent by Coach Jon October 2025Adding and Updating Accounts
• 
  Rules to add tags

  Closed Bill_B 11 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 22 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 21 views 1 comment 0 points Most recent by Coach Jon September 2025Troubleshooting
• 
  Issue Creating Rules with Hyphens on the Mobile App (edited)

  Closed Xplodius 81 views 8 comments 0 points Most recent by Xplodius September 2025Managing Your Transactions
• 
  Two-letter words appear to be ignored in rules

  Closed khad 62 views 6 comments 0 points Most recent by SRC54 September 2025Report a Bug
• 
  Rules – Add Additional Items (edited)

  Closed Dick_Davis 11 views 1 comment 0 points Most recent by Coach Natalie September 2025Managing Your Transactions
• 
  If select a category for a transaction, then create a rule...which takes precedence?

  Answered ✓ Closed tryingtosimpli 62 views 2 comments 0 points Most recent by DryHeat July 2025Managing Your Transactions
• 
  Account Specific Category Rules

  Closed MM123 11 views 1 comment 0 points Most recent by Coach Natalie July 2025Feedback
• 
  Suitable category for Investment account transactions

  Closed MM123 21 views 1 comment 0 points Most recent by SRC54 July 2025Managing Your Transactions
• 
  Rules for Exclusions

  Closed Desimo 11 views 1 comment 0 points Most recent by Coach Natalie July 2025Feedback
• 
  Create a Rule with AND condition instead or OR

  Closed geekcred 201 views 12 comments 1 point Most recent by DryHeat July 2025Managing Your Transactions
• 
  4

  Up Down
  Add exclusion criteria to Transaction Rules (edited)

  Active Chris.Landry8011 21 views 1 comment 4 points Most recent by DryHeat June 2025Feature Requests