Transaction Rules

Discussion List

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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 2024Report 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 2024Report a Bug
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  Categorize account automatically

  Answered ✓ Closed jpittenger 86 views 1 comment 0 points Most recent by UrsulaA February 2024Managing 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 71 views 5 comments 3 points Most recent by UrsulaA February 2024Feature Requests
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  the rules are UNUSABLE

  Closed tim o 57 views 2 comments 0 points Most recent by tim o February 2024Managing Your Transactions
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  Merged: Quicker multiple transaction categorization

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

  Closed jjdeutsch 69 views 4 comments 0 points Most recent by jjdeutsch February 2024Managing 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 2024Feedback
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  Payee and Category rule together

  Answered ✓ Closed oldit51 72 views 8 comments 1 point Most recent by UrsulaA January 2024Managing 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 2024 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 2024 Feature Requests
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  Renaming rules are not applying to my transaction

  Answered ✓ Closed jrw277 56 views 2 comments 0 points Most recent by jrw277 January 2024Managing Your Transactions
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  Bug: Rule on deleted category sets to NOTFOUND

  Closed y11 30 views 1 comment 0 points Most recent by Coach Natalie January 2024Report a Bug
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  2

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

  Active jsy42 39 views 0 comments 2 points Started by jsy42 January 2024 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 2024Report a Bug
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  How do I disable the "New Rule Creation" Popup

  Answered ✓ Closed Steve89 244 views 3 comments 0 points Most recent by Coach Natalie January 2024Managing 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 2024Feature Requests
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  Renaming Rules Apply...But Don't Un-Apply

  Closed AchaarLonache 120 views 9 comments 0 points Most recent by AchaarLonache January 2024Managing 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 2024Managing Your Transactions
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  Merged: Split automatically and different categories

  mellamoes 1 view 0 comments 1 point Started by mellamoes January 2024 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 2024 Feature Requests
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  Wipe Out of Hundreds of Payee Names

  Closed GoBuffs 53 views 1 comment 0 points Most recent by Coach Natalie January 2024Feedback
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  Ability to Apply Tag Edits to All Transactions (edited)

  Closed Nancy 51 views 2 comments 1 point Most recent by Coach Natalie January 2024Managing Your Transactions
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  Category Changes

  Closed hsummers 88 views 4 comments 0 points Most recent by Coach Natalie January 2024Report 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 65 views 5 comments 1 point Most recent by Coach Natalie December 2023Feedback