Transaction Rules

Discussion List

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  Merged: Allow wildcards when setting up Rules

  ghorton 1 view 0 comments 1 point Started by ghorton July 2022 Feature Requests
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  #TipTuesday: Using Transaction Rules

  Closed Coach Nicole 411 views 7 comments 4 points Most recent by DannyB May 2022FAQ Section
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  Merged: Ability to apply Category Rules to manual transactions (edited)

  Norm6257 11 views 0 comments 1 point Started by Norm6257 April 2022 Feature Requests
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  Merged: Rules: Add Tag support

  Skyfox675 1 view 0 comments 1 point Started by Skyfox675 March 2022 Feature Requests
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  10

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  Add an "OR" condition and a Dollar Range to Transaction Rules (edited)

  Active RobjWill718 14 views 1 comment 10 points Most recent by Coach Natalie February 2022Feature Requests
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  6

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  Icon to indicate that a transaction was categorized by a Rule (edited)

  Active ejr 13 views 0 comments 6 points Started by ejr December 2021 Feature Requests
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  2
  Suggest Rule when changing Payee or Category (edited)

  Completed Closed WWi 57 views 3 comments 2 points Most recent by Coach Natalie October 2021Feature Requests
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  1
  Ability to Create Rules from Transactions List (edited)

  Completed Closed MCHAMMER8292 12 views 1 comment 1 point Most recent by Coach Natalie October 2021Feature Requests
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  11
  Option to stop showing the pop up to assign a "New Category rule" (1 Merged Vote)

  Completed Closed JKR 957 views 9 comments 11 points Most recent by Coach Natalie October 2021Feature Requests
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  Merged: Uncheck by default: "Also set for existing transactions" when creating Rule [edited] (1 Mer…

  chrismoneytime 81 views 0 comments 10 points Started by chrismoneytime September 2021 Feature Requests
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  Merged: Rules based on amount

  WWi 1 view 0 comments 1 point Started by WWi September 2021 Feature Requests
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  Merged: Ability to Create Transaction Rules for Amounts and Accounts [edited] (1 Merged Vote)

  MCHAMMER8292 171 views 0 comments 28 points Started by MCHAMMER8292 September 2021 Feature Requests
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  8

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  Ability to apply a Category Rule to each individual Rule for a Payee (edited)

  Active Flopbot 43 views 1 comment 8 points Most recent by Coach Natalie August 2021Feature Requests