Transaction Rules

Discussion List

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  Rules based on Category

  Closed Maples 36 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 34 views 2 comments 1 point Most recent by Coach Natalie December 2025Feature Requests
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  Rule to automatically trim Payee Name

  Closed randy-sk 77 views 3 comments 0 points Most recent by randy-sk December 2025Managing Your Transactions
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  Create rule within transaction category removed

  Closed wavehowie 78 views 1 comment 0 points Most recent by Coach Natalie December 2025Feedback
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  9

  Up Down
  Ability to apply a Category Rule to each individual Rule for a Payee (edited)

  Active Flopbot 61 views 2 comments 9 points Most recent by Coach Natalie November 2025Feature Requests
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  Pending vs. Cleared transactions

  Closed tim40 180 views 4 comments 0 points Most recent by tim40 November 2025Categories and Tags
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  2

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

  Active xt741258 121 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 7K 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 849 views 3 comments 3 points Most recent by Coach Natalie November 2025Updates From the Product Team
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  140
  Transaction Rules for automatically excluding/including transactions [edited] (1 Merged Vote)

  Completed Closed HSC 2.3K 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 2.5K views 49 comments 112 points Most recent by Coach Natalie October 2025Feature Requests
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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