Transaction Rules

Discussion List

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  Merged: Add "account" attribute to transaction rule

  Adamt 1 view 0 comments 1 point Started by Adamt February 2023 Feature Requests
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  Merged: Rule to automatically ignore certain transactions

  cb77 1 view 0 comments 2 points Started by cb77 January 2023 Feature Requests
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  Merged: Batch Visibility Management Ability

  JeffusTheBaker 1 view 0 comments 1 point Started by JeffusTheBaker January 2023 Feature Requests
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  Merged: Add option to specify Account when creating Rules

  ArthurD 1 view 0 comments 1 point Started by ArthurD October 2022 Feature Requests
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  Merged: Category identification for big box stores

  Skater 1 view 0 comments 1 point Started by Skater September 2022 Feature Requests
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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 433 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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  Add an "OR" condition and a Dollar Range to Transaction Rules (edited)

  Active RobjWill718 22 views 1 comment 12 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 11 views 0 comments 6 points Started by ejr December 2021 Feature Requests