Transaction Rules

Discussion List

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  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
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  13

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

  Active a7790 387 views 8 comments 13 points Most recent by Arock77 March 2024Feature Requests
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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 Most recent by IzzyR February 2024Feature 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 115 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 Most recent by RBSimplify January 2024Feature Requests
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  Merged: Payees & Rules definition that factor Account as well as Payee

  ssoko 1 view 0 comments 1 point Most recent by ssoko January 2024Feature Requests