Transaction Rules

Discussion List

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

  Closed ordi4les 122 views 15 comments 0 points Most recent by ordi4les March 2025Troubleshooting
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  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
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  Ability to select which past transactions a new Transactions Rule gets applied to (edited)

  Active Norm6257 93 views 4 comments 10 points Most recent by NathanN March 2025Feature Requests
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  Rule does not apply for past and future transactions, Any current issue?

  Closed Kaushal Mehta 62 views 11 comments 0 points Most recent by Coach Jon February 2025Troubleshooting
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  How to stop rule creation when changing category from transaction panel

  Answered ✓ Closed dave32831954 52 views 4 comments 1 point Most recent by dave32831954 February 2025Managing Your Transactions
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  Screen layout issue with Transaction Rules

  Closed TaxAvoidance301 23 views 5 comments 0 points Most recent by Coach Jon February 2025Report a Bug
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  Handling "Balance Forward" transactions properly

  Closed cweiland 33 views 1 comment 0 points Most recent by SRC54 February 2025Managing 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 Most recent by leothemack February 2025Feature Requests
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  Multiple Xfers to Same Brokerage But Different Accounts - How to Setup Recurring?

  Closed DannyB 12 views 0 comments 0 points Most recent by DannyB February 2025Managing Your Transactions
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  Merged: Add rule to split transactions

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

  Closed Mook Mook 31 views 3 comments 1 point Most recent by Coach Natalie January 2025Managing Your Transactions
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  No ability to create a rule on the reports spending tab

  Closed andyqq99 21 views 3 comments 0 points Most recent by Coach Natalie January 2025Feedback
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  Ability to turn off 'create category' automation with each line item edit

  Closed rodneydm247 21 views 1 comment 1 point Most recent by EL1234 January 2025Feedback
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  Rule Enhancements

  Closed Strigolactone 41 views 1 comment 1 point Most recent by Coach Natalie January 2025Feedback
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  New Feature Alert: Transaction Rules Enhancements!

  Closed Coach Natalie 893 views 0 comments 12 points Most recent by Coach Natalie November 2024Updates From the Product Team
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  Merged: Add $ amount option to category renaming rules

  Closed wkh 1 view 0 comments 1 point Most recent by wkh September 2024Feature Requests
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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 Most recent by wmanzer July 2024Feature Requests