Transaction Rules

Discussion List

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  "Appears on your [...] statement as" Text Download Length

  Flopbot 263 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 894 views 0 comments 12 points Most recent by Coach Natalie November 2024Updates From the Product Team
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  Is there any way to reverse a rule?

  Closed davidmutton 72 views 7 comments 0 points Most recent by davidmutton November 2024Troubleshooting
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  Creating Rules at the Report Level?

  Closed andyqq99 63 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 Most recent by wkh September 2024Feature Requests
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  Rules are inadequate

  Closed Dancerfrog 37 views 1 comment 0 points Most recent by Coach Natalie September 2024Feedback
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  Payee Name wild cards for Transaction Rules [edited] (1 Merged Vote)

  Active Simon Jemani 1.2K views 15 comments 60 points Most recent by UrsulaA September 2024Feature Requests
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  How to set a default category for an unrecognized payee?

  Closed DavidB 59 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 48 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 21 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 Most recent by wmanzer July 2024Feature Requests
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  Rules not working

  Closed scrabbledad 57 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 32 views 1 comment 0 points Most recent by Coach Natalie July 2024Feedback
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  Merged: Rules "contain"

  Arock77 1 view 0 comments 2 points Most recent by Arock77 June 2024Feature Requests
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  Uncheck "Apply/Set for Past/Existing Transactions" prompt by default [edited] (6 Merged Votes)

  Active timmyc123 449 views 19 comments 27 points Most recent by balenblanken May 2024Feature Requests
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  Merged: Enhance Transaction Categorizing Rule

  MM123 1 view 0 comments 2 points Most recent by MM123 April 2024Feature Requests