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Transaction Rules

 
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Discussion List

  • scrabbledad
    Rules not working
    Closed scrabbledad 49 views 1 comment 0 points Most recent by Coach Jon July 2024Managing Your Transactions
  • Emma81218
    Rules won’t apply to past transactions
    Closed Emma81218 29 views 1 comment 0 points Most recent by Coach Natalie July 2024Feedback
  • Arock77
    Merged: Rules "contain"
    Arock77 1 view 0 comments 2 points Started by Arock77 June 2024 Feature Requests
  • DannyB
    8
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    Memorize Investment Transactions/Transaction Rules for Investment Transactions (edited)
    Active DannyB 98 views 2 comments 8 points Most recent by DannyB May 2024Feature Requests
  • timmyc123
    27
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    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 2024Feature Requests
  • MM123
    Merged: Enhance Transaction Categorizing Rule
    MM123 1 view 0 comments 2 points Started by MM123 April 2024 Feature Requests
  • IslandGirl
    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
  • a7790
    13
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    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 2024Feature Requests
 
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