Transaction Rules

Discussion List

• 
  Issue when creating a rule with more than 2 words (edited)

  Closed ordi4les 94 views 15 comments 0 points Most recent by SRC54 March 2025Troubleshooting
• 
  Merged: Issue when creating a rule with more than 2 words (edited)

  Closed ordi4les 11 views 0 comments 0 points Most recent by SRC54 March 2025Troubleshooting
• 
  10

  Up Down
  Ability to select which past transactions a new Transactions Rule gets applied to (edited)

  Active Norm6257 90 views 4 comments 10 points Most recent by NathanN March 2025Feature Requests
• 
  Rule does not apply for past and future transactions, Any current issue?

  Closed Kaushal Mehta 66 views 11 comments 0 points Most recent by Coach Jon February 2025Troubleshooting
• 
  How to stop rule creation when changing category from transaction panel

  Answered ✓ Closed dave32831954 31 views 4 comments 1 point Most recent by dave32831954 February 2025Managing Your Transactions
• 
  Screen layout issue with Transaction Rules

  Closed TaxAvoidance301 25 views 5 comments 0 points Most recent by Coach Jon February 2025Report a Bug
• 
  Handling "Balance Forward" transactions properly

  Closed cweiland 21 views 1 comment 0 points Most recent by SRC54 February 2025Managing Your Transactions
• 
  Merged: See transactions being impacted when bulk applying a new rule

  Closed leothemack 1 view 0 comments 1 point Started by leothemack February 2025 Feature Requests
• 
  Multiple Xfers to Same Brokerage But Different Accounts - How to Setup Recurring?

  Closed DannyB 11 views 0 comments 0 points Started by DannyB February 2025 Managing Your Transactions
• 
  Merged: Add rule to split transactions

  Closed Juananton 1 view 0 comments 1 point Started by Juananton February 2025 Feature Requests
• 
  Create a rule that renames Payee only and does not change category

  Closed Mook Mook 35 views 3 comments 1 point Most recent by Coach Natalie January 2025Managing Your Transactions
• 
  No ability to create a rule on the reports spending tab

  Closed andyqq99 28 views 3 comments 0 points Most recent by Coach Natalie January 2025Feedback
• 
  Ability to turn off 'create category' automation with each line item edit

  Closed rodneydm247 26 views 1 comment 1 point Most recent by EL1234 January 2025Feedback
• 
  Rule Enhancements

  Closed Strigolactone 33 views 1 comment 1 point Most recent by Coach Natalie January 2025Feedback
• 
  Applying a renaming rule to existing transactions not working?

  Closed lts 89 views 1 comment 0 points Most recent by Coach Jon December 2024Troubleshooting
• 
  "Appears on your [...] statement as" Text Download Length

  Flopbot 225 views 15 comments 0 points Most recent by Coach Kristina November 2024Managing Your Transactions
• 
  New Feature Alert: Transaction Rules Enhancements!

  Closed Coach Natalie 893 views 0 comments 12 points Started by Coach Natalie November 2024 Updates From the Product Team
• 
  Is there any way to reverse a rule?

  Closed davidmutton 70 views 7 comments 0 points Most recent by davidmutton November 2024Troubleshooting
• 
  Creating Rules at the Report Level?

  Closed andyqq99 62 views 6 comments 0 points Most recent by SRC54 October 2024Managing Your Transactions
• 
  Merged: Add $ amount option to category renaming rules

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

  Closed Dancerfrog 34 views 1 comment 0 points Most recent by Coach Natalie September 2024Feedback
• 
  59

  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
• 
  How to set a default category for an unrecognized payee?

  Closed DavidB 50 views 3 comments 0 points Most recent by DavidB September 2024Managing Your Transactions
• 
  Payees & rules limitations, not useful for my use case.

  Closed snovvman 24 views 1 comment 0 points Most recent by UrsulaA August 2024Managing Your Transactions
• 
  Can I automatically run payee rename rules across all of transaction history?

  Closed kaltorak 45 views 1 comment 0 points Most recent by Coach Kristina August 2024Managing Your Transactions
• 
  Creating a Transaction Rule from Reports (edited)

  Answered ✓ Closed andyqq99 22 views 1 comment 0 points Most recent by Coach Jon August 2024Troubleshooting
• 
  Creating new rule Payee name must be 3 letters?

  Answered ✓ Closed Mountain Man 25 views 1 comment 0 points Most recent by UrsulaA August 2024Feedback
• 
  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