Transaction Rules

Discussion List

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  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
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  3
  When correcting a category, have the option to apply to past and future transactions for that payee

  Already Offered Closed System 72 views 5 comments 3 points Most recent by UrsulaA February 2024Feature Requests
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  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
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  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
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  3

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

  Active jsy42 43 views 0 comments 3 points Started by jsy42 January 2024 Feature Requests
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  4

  Up Down
  Ability to create case-sensitive Payee Rules (edited)

  Active Dave L 54 views 4 comments 4 points Most recent by Dave L January 2024Feature Requests
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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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  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