Transaction Rules

Discussion List

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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 71 views 5 comments 3 points Most recent by UrsulaA February 7Feature Requests
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  the rules are UNUSABLE

  Closed tim o 57 views 2 comments 0 points Most recent by tim o February 6Managing Your Transactions
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  Merged: Quicker multiple transaction categorization

  jjdeutsch 11 views 0 comments 2 points Started by jjdeutsch February 3 Managing Your Transactions
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  Recategorize all transactions from the transactions page

  Closed jjdeutsch 67 views 4 comments 0 points Most recent by jjdeutsch February 3Managing Your Transactions
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  Unable to edit Payee Rule on the Mobile App - Duplicate Created (edited)

  kidd 45 views 5 comments 0 points Most recent by Coach Natalie January 29Feedback
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  Payee and Category rule together

  Answered ✓ Closed oldit51 71 views 8 comments 1 point Most recent by UrsulaA January 28Managing Your Transactions
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  Merged: Create Rule Limitations, allow to create rules based on the amount etc

  RBSimplify 1 view 0 comments 1 point Started by RBSimplify January 23 Feature Requests
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  Merged: Payees & Rules definition that factor Account as well as Payee

  ssoko 1 view 0 comments 1 point Started by ssoko January 23 Feature Requests
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  Renaming rules are not applying to my transaction

  Answered ✓ Closed jrw277 53 views 2 comments 0 points Most recent by jrw277 January 20Managing Your Transactions
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  Bug: Rule on deleted category sets to NOTFOUND

  Closed y11 28 views 1 comment 0 points Most recent by Coach Natalie January 17Report a Bug
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  2

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  Ability to Bulk Merge/Delete Payee & Category Rules (edited)

  Active jsy42 38 views 0 comments 2 points Started by jsy42 January 16 Feature Requests
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  Numerous Rules on iOS/mobile Issues

  Closed Dave L 22 views 1 comment 0 points Most recent by Coach Natalie January 16Report a Bug
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  How do I disable the "New Rule Creation" Popup

  Answered ✓ Closed Steve89 221 views 3 comments 0 points Most recent by Coach Natalie January 9Managing Your Transactions
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  4

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  Ability to create case-sensitive Payee Rules (edited)

  Active Dave L 54 views 4 comments 4 points Most recent by Dave L January 8Feature Requests
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  Renaming Rules Apply...But Don't Un-Apply

  Closed AchaarLonache 114 views 9 comments 0 points Most recent by AchaarLonache January 7Managing Your Transactions
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  Feature Request: apply Category Rules to manually edited transactions

  Closed Mook Mook 33 views 1 comment 1 point Most recent by Coach Natalie January 4Managing Your Transactions
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  Merged: Split automatically and different categories

  mellamoes 1 view 0 comments 1 point Started by mellamoes January 4 Feature Requests
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  Merged: Mark whole categories as exempt from spending by default

  mellamoes 11 views 0 comments 2 points Started by mellamoes January 4 Feature Requests
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  Wipe Out of Hundreds of Payee Names

  Closed GoBuffs 50 views 1 comment 0 points Most recent by Coach Natalie January 3Feedback
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  Ability to Apply Tag Edits to All Transactions (edited)

  Closed Nancy 48 views 2 comments 1 point Most recent by Coach Natalie January 3Managing Your Transactions
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  Category Changes

  Closed hsummers 84 views 4 comments 0 points Most recent by Coach Natalie January 3Report a Bug
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  How to link transaction amount to recurring transaction?

  Answered ✓ Closed g262simple 80 views 2 comments 0 points Most recent by g262simple December 2023Managing Your Transactions
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  Merged: More advanced filtering criteria for auto-categorizing transactions by amount (or range) an…

  Raza 11 views 0 comments 2 points Started by Raza December 2023 Feature Requests
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  Merged: Amazon Transaction Connection

  macalmon 1 view 0 comments 1 point Started by macalmon December 2023 Feature Requests
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  Payee Truncation and Management

  Closed N4KHQ 54 views 2 comments 1 point Most recent by N4KHQ December 2023Managing Your Transactions
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  Merged: Use wildcard when setting up rules

  Just want to help 1 view 0 comments 1 point Started by Just want to help December 2023 Feature Requests
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  New Feature Requests for Quicken Simplifi

  Closed Tw1sted 64 views 5 comments 1 point Most recent by Coach Natalie December 2023Feedback
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  Tag Exclusions

  Closed tboykin 54 views 1 comment 2 points Most recent by Coach Kristina December 2023Managing Your Transactions
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  Merged: Rule creation improvement

  remslice 11 views 0 comments 4 points Started by remslice December 2023 Feature Requests
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  Merged: Ability to create categorization rules by payee name AND account name

  freckle14 1 view 0 comments 1 point Started by freckle14 December 2023 Feature Requests