Transaction Rules

Discussion List

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  Handling "Balance Forward" transactions properly

  Closed cweiland 17 views 1 comment 0 points Most recent by SRC54 February 13Managing Your Transactions
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  Merged: See transactions being impacted when bulk applying a new rule

  Closed leothemack 1 view 0 comments 1 point Started by leothemack February 6 Feature Requests
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  Multiple Xfers to Same Brokerage But Different Accounts - How to Setup Recurring?

  Closed DannyB 11 views 0 comments 0 points Started by DannyB February 5 Managing Your Transactions
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  Merged: Add rule to split transactions

  Closed Juananton 1 view 0 comments 1 point Started by Juananton February 3 Feature Requests
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  Create a rule that renames Payee only and does not change category

  Closed Mook Mook 32 views 3 comments 1 point Most recent by Coach Natalie January 22Managing Your Transactions
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  No ability to create a rule on the reports spending tab

  Closed andyqq99 25 views 3 comments 0 points Most recent by Coach Natalie January 16Feedback
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  Ability to turn off 'create category' automation with each line item edit

  Closed rodneydm247 22 views 1 comment 1 point Most recent by EL1234 January 3Feedback
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  Rule Enhancements

  Closed Strigolactone 31 views 1 comment 1 point Most recent by Coach Natalie January 2Feedback
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  Applying a renaming rule to existing transactions not working?

  Closed lts 88 views 1 comment 0 points Most recent by Coach Jon December 2024Troubleshooting
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  "Appears on your [...] statement as" Text Download Length

  Flopbot 209 views 15 comments 0 points Most recent by Coach Kristina November 2024Managing Your Transactions
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  New Feature Alert: Transaction Rules Enhancements!

  Closed Coach Natalie 889 views 0 comments 12 points Started by Coach Natalie November 2024 Updates From the Product Team
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  Is there any way to reverse a rule?

  Closed davidmutton 66 views 7 comments 0 points Most recent by davidmutton November 2024Troubleshooting
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  Creating Rules at the Report Level?

  Closed andyqq99 57 views 6 comments 0 points Most recent by SRC54 October 2024Managing Your Transactions
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  Merged: Add $ amount option to category renaming rules

  Closed wkh 1 view 0 comments 1 point Started by wkh September 2024 Feature Requests
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  Rules are inadequate

  Closed Dancerfrog 34 views 1 comment 0 points Most recent by Coach Natalie September 2024Feedback
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  Up Down
  Payee Name wild cards for Transaction Rules [edited] (1 Merged Vote)

  Active Simon Jemani 1.2K views 15 comments 59 points Most recent by UrsulaA September 2024Feature Requests
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  How to set a default category for an unrecognized payee?

  Closed DavidB 43 views 3 comments 0 points Most recent by DavidB September 2024Managing Your Transactions
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  Payees & rules limitations, not useful for my use case.

  Closed snovvman 22 views 1 comment 0 points Most recent by UrsulaA August 2024Managing Your Transactions
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  Can I automatically run payee rename rules across all of transaction history?

  Closed kaltorak 44 views 1 comment 0 points Most recent by Coach Kristina August 2024Managing Your Transactions
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  Creating a Transaction Rule from Reports (edited)

  Answered ✓ Closed andyqq99 21 views 1 comment 0 points Most recent by Coach Jon August 2024Troubleshooting
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  Creating new rule Payee name must be 3 letters?

  Answered ✓ Closed Mountain Man 24 views 1 comment 0 points Most recent by UrsulaA August 2024Feedback
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  Merged: Matching rules should allow one to filter or apply to a selected account

  wmanzer 1 view 0 comments 1 point Started by wmanzer July 2024 Feature Requests
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  Rules not working

  Closed scrabbledad 45 views 1 comment 0 points Most recent by Coach Jon July 2024Managing Your Transactions
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  Rules won’t apply to past transactions

  Closed Emma81218 26 views 1 comment 0 points Most recent by Coach Natalie July 2024Feedback
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  Categories Rules Apply to Past Transactions is broken (edited)

  Closed staz 65 views 3 comments 0 points Most recent by Coach Jon June 2024Report a Bug
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  Accessibility issue - don't automatically open the "New Transaction Rule"

  Closed J.A.W. 13 views 1 comment 0 points Most recent by Coach Jon June 2024Feedback
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  Merged: Rules "contain"

  Arock77 1 view 0 comments 2 points Started by Arock77 June 2024 Feature Requests
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  Stop the "New category rule" Pop up

  Closed CGJ 52 views 2 comments 2 points Most recent by kierkito June 2024Managing Your Transactions