Transaction Rules

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Ability to create Category Rules based on keywords for the Payee (edited)

Active a7790 381 views 8 comments 13 points Most recent by Arock77 March 2024Feature Requests
Merged: Add option to make a payee name rule based on a specific string and not just keywords

IzzyR 11 views 0 comments 1 point Started by IzzyR February 2024 Feature Requests
3

When correcting a category, have the option to apply to past and future transactions for that payee

Already Offered Closed System 80 views 5 comments 3 points Most recent by UrsulaA February 2024Feature Requests
Merged: Create Rule Limitations, allow to create rules based on the amount etc

RBSimplify 1 view 0 comments 1 point Started by RBSimplify January 2024 Feature Requests
Merged: Payees & Rules definition that factor Account as well as Payee

ssoko 1 view 0 comments 1 point Started by ssoko January 2024 Feature Requests
3

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Ability to Bulk Merge/Delete Payee & Category Rules (edited)

Active jsy42 41 views 0 comments 3 points Started by jsy42 January 2024 Feature Requests
4

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Ability to create case-sensitive Payee Rules (edited)

Active Dave L 52 views 4 comments 4 points Most recent by Dave L January 2024Feature Requests
Merged: Split automatically and different categories

mellamoes 1 view 0 comments 1 point Started by mellamoes January 2024 Feature Requests