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Transaction Rules
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Rules not working
Closed
scrabbledad
49
views
1
comment
0
points
Most recent by
Coach Jon
July 2024
Managing Your Transactions
Rules won’t apply to past transactions
Closed
Emma81218
29
views
1
comment
0
points
Most recent by
Coach Natalie
July 2024
Feedback
Merged: Rules "contain"
Arock77
1
view
0
comments
2
points
Started by
Arock77
June 2024
Feature Requests
8
Up
Down
Memorize Investment Transactions/Transaction Rules for Investment Transactions (edited)
Active
DannyB
98
views
2
comments
8
points
Most recent by
DannyB
May 2024
Feature Requests
27
Up
Down
Uncheck "Apply/Set for Past/Existing Transactions" prompt by default [edited] (6 Merged Votes)
Active
timmyc123
437
views
19
comments
27
points
Most recent by
balenblanken
May 2024
Feature Requests
Merged: Enhance Transaction Categorizing Rule
MM123
1
view
0
comments
2
points
Started by
MM123
April 2024
Feature Requests
Merged: Need to be able to create a rule based on amount
IslandGirl
1
view
0
comments
1
point
Started by
IslandGirl
April 2024
Feature Requests
13
Up
Down
Ability to create Category Rules based on keywords for the Payee (edited)
Active
a7790
376
views
8
comments
13
points
Most recent by
Arock77
March 2024
Feature Requests
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