Transaction Rules

27

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Uncheck "Apply/Set for Past/Existing Transactions" prompt by default [edited] (6 Merged Votes)

Active timmyc123 455 views 19 comments 27 points Most recent by balenblanken May 2024Feature Requests
Merged: Enhance Transaction Categorizing Rule

MM123 1 view 0 comments 2 points Most recent by MM123 April 2024Feature Requests
Merged: Need to be able to create a rule based on amount

IslandGirl 1 view 0 comments 1 point Most recent by IslandGirl April 2024Feature Requests
13

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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 Most recent by IzzyR February 2024Feature Requests
3

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

Already Offered Closed System 114 views 5 comments 3 points Most recent by UrsulaA February 2024Feature Requests