Transaction Rules

Discussion List

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  Renaming rules are not applying to my transaction

  Answered ✓ Closed jrw277 51 views 2 comments 0 points Most recent by jrw277 January 2024Managing Your Transactions
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  Bug: Rule on deleted category sets to NOTFOUND

  Closed y11 22 views 1 comment 0 points Most recent by Coach Natalie January 2024Report a Bug
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  Ability to Bulk Merge/Delete Payee & Category Rules (edited)

  Active jsy42 42 views 0 comments 3 points Started by jsy42 January 2024 Feature Requests
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  Numerous Rules on iOS/mobile Issues

  Closed Dave L 21 views 1 comment 0 points Most recent by Coach Natalie January 2024Report a Bug
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  How do I disable the "New Rule Creation" Popup

  Answered ✓ Closed Steve89 284 views 3 comments 0 points Most recent by Coach Natalie January 2024Managing Your Transactions
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  Ability to create case-sensitive Payee Rules (edited)

  Active Dave L 51 views 4 comments 4 points Most recent by Dave L January 2024Feature Requests
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  Renaming Rules Apply...But Don't Un-Apply

  Closed AchaarLonache 121 views 9 comments 0 points Most recent by AchaarLonache January 2024Managing Your Transactions
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  Feature Request: apply Category Rules to manually edited transactions

  Closed Mook Mook 31 views 1 comment 1 point Most recent by Coach Natalie January 2024Managing Your Transactions
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  Merged: Split automatically and different categories

  mellamoes 1 view 0 comments 1 point Started by mellamoes January 2024 Feature Requests
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  Merged: Mark whole categories as exempt from spending by default

  mellamoes 11 views 0 comments 2 points Started by mellamoes January 2024 Feature Requests
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  Wipe Out of Hundreds of Payee Names

  Closed GoBuffs 51 views 1 comment 0 points Most recent by Coach Natalie January 2024Feedback
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  Ability to Apply Tag Edits to All Transactions (edited)

  Closed Nancy 51 views 2 comments 1 point Most recent by Coach Natalie January 2024Managing Your Transactions
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  Category Changes

  Closed hsummers 91 views 4 comments 0 points Most recent by Coach Natalie January 2024Report a Bug
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  How to link transaction amount to recurring transaction?

  Answered ✓ Closed g262simple 81 views 2 comments 0 points Most recent by g262simple December 2023Managing Your Transactions
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  Merged: More advanced filtering criteria for auto-categorizing transactions by amount (or range) an…

  Raza 11 views 0 comments 2 points Started by Raza December 2023 Feature Requests
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  Merged: Amazon Transaction Connection

  macalmon 1 view 0 comments 1 point Started by macalmon December 2023 Feature Requests
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  Payee Truncation and Management

  Closed N4KHQ 51 views 2 comments 1 point Most recent by N4KHQ December 2023Managing Your Transactions
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  Merged: Use wildcard when setting up rules

  Just want to help 1 view 0 comments 1 point Started by Just want to help December 2023 Feature Requests
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  New Feature Requests for Quicken Simplifi

  Closed Tw1sted 61 views 5 comments 1 point Most recent by Coach Natalie December 2023Feedback
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  Tag Exclusions

  Closed tboykin 53 views 1 comment 2 points Most recent by Coach Kristina December 2023Managing Your Transactions
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  Merged: Rule creation improvement

  remslice 11 views 0 comments 4 points Started by remslice December 2023 Feature Requests
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  Merged: Ability to create categorization rules by payee name AND account name

  freckle14 1 view 0 comments 1 point Started by freckle14 December 2023 Feature Requests
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  Add Tags and Exclude from Reports/Spending Plan to Category Creation and Payee Rules

  Closed LaurenD 51 views 1 comment 1 point Most recent by Coach Natalie December 2023Feedback
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  Saving categories for all occurrences

  Answered ✓ Closed Charles V 11 views 1 comment 0 points Most recent by Coach Natalie December 2023Managing Your Transactions
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  First Impressions

  Closed watkino 121 views 3 comments 0 points Most recent by thaJack December 2023Feedback
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  Do rules apply to imported transactions? Generally, they don't seem to be executing

  Answered ✓ Closed theromm 51 views 2 comments 0 points Most recent by theromm December 2023Report a Bug
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  Rules for Naming/Categories Should have an "Amount" Option

  Closed WillTrott 51 views 1 comment 1 point Most recent by Flopbot November 2023Managing Your Transactions
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  Settings->Payees and Rules->+Rule->New Payee Name Rule:: Apple.com bill

  Answered ✓ Closed Sandee 41 views 4 comments 0 points Most recent by Flopbot November 2023Managing Your Transactions
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  iOS app: Keyboard covers "Then rename payee as" field when creating a new rule

  khad 31 views 1 comment 0 points Most recent by Coach Natalie November 2023Report a Bug
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  Enable rules to only apply to a particular account?

  Closed dachtler 92 views 3 comments 0 points Most recent by Coach Natalie November 2023Categories and Tags