Transaction Rules

Discussion List

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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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  the rules are UNUSABLE

  Closed tim o 52 views 2 comments 0 points Most recent by tim o February 2024Managing Your Transactions
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  Merged: Quicker multiple transaction categorization

  jjdeutsch 11 views 0 comments 2 points Started by jjdeutsch February 2024 Managing Your Transactions
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  Recategorize all transactions from the transactions page

  Closed jjdeutsch 78 views 4 comments 0 points Most recent by jjdeutsch February 2024Managing Your Transactions
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  Payee and Category rule together

  Answered ✓ Closed oldit51 75 views 8 comments 1 point Most recent by UrsulaA January 2024Managing Your Transactions
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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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  Renaming rules are not applying to my transaction

  Answered ✓ Closed jrw277 51 views 2 comments 0 points Most recent by jrw277 January 2024Managing Your Transactions
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  Bug: Rule on deleted category sets to NOTFOUND

  Closed y11 23 views 1 comment 0 points Most recent by Coach Natalie January 2024Report a Bug
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  3

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

  Active jsy42 42 views 0 comments 3 points Started by jsy42 January 2024 Feature Requests
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  Numerous Rules on iOS/mobile Issues

  Closed Dave L 21 views 1 comment 0 points Most recent by Coach Natalie January 2024Report a Bug
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  How do I disable the "New Rule Creation" Popup

  Answered ✓ Closed Steve89 304 views 3 comments 0 points Most recent by Coach Natalie January 2024Managing Your Transactions
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  4

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  Ability to create case-sensitive Payee Rules (edited)

  Active Dave L 53 views 4 comments 4 points Most recent by Dave L January 2024Feature Requests
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  Renaming Rules Apply...But Don't Un-Apply

  Closed AchaarLonache 142 views 9 comments 0 points Most recent by AchaarLonache January 2024Managing Your Transactions
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  Feature Request: apply Category Rules to manually edited transactions

  Closed Mook Mook 32 views 1 comment 1 point Most recent by Coach Natalie January 2024Managing Your Transactions
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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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  Ability to Apply Tag Edits to All Transactions (edited)

  Closed Nancy 51 views 2 comments 1 point Most recent by Coach Natalie January 2024Managing Your Transactions
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  Category Changes

  Closed hsummers 95 views 4 comments 0 points Most recent by Coach Natalie January 2024Report a Bug
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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
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  Merged: Use wildcard when setting up rules

  Just want to help 1 view 0 comments 1 point Started by Just want to help December 2023 Feature Requests
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  Merged: Rule creation improvement

  remslice 11 views 0 comments 4 points Started by remslice December 2023 Feature Requests
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  Merged: Ability to create categorization rules by payee name AND account name

  freckle14 1 view 0 comments 1 point Started by freckle14 December 2023 Feature Requests