Transaction Rules

Discussion List

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  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 Most recent by mellamoes January 2024Feature Requests
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  Merged: Mark whole categories as exempt from spending by default

  mellamoes 11 views 0 comments 2 points Most recent by mellamoes January 2024Feature 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 Most recent by Raza December 2023Feature Requests
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  Merged: Amazon Transaction Connection

  macalmon 1 view 0 comments 1 point Most recent by macalmon December 2023Feature Requests
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  Merged: Use wildcard when setting up rules

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

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

  freckle14 1 view 0 comments 1 point Most recent by freckle14 December 2023Feature Requests
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  Merged: Category:: exclude by category

  Sandee 1 view 0 comments 1 point Most recent by Sandee November 2023Feature Requests
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  Merged: More robust rules engine for transactions.

  chris_tatertot 1 view 0 comments 3 points Most recent by chris_tatertot November 2023Feature Requests
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  Merged: Creating a rule to let you make all transactions for the selected account the same category

  alecfrankkc 1 view 0 comments 1 point Most recent by alecfrankkc November 2023Feature Requests
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  Merged: Improve Rules

  Dizzybro 1 view 0 comments 1 point Most recent by Dizzybro November 2023Feature Requests
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  Merged: Manual Entry Payee and Category Rules

  DJames 1 view 0 comments 1 point Most recent by DJames September 2023Feature Requests