Transaction Rules

Discussion List

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  Merged: Allow wildcards when setting up Rules

  ghorton 1 view 0 comments 1 point Most recent by ghorton July 2022Feature Requests
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  #TipTuesday: Using Transaction Rules

  Closed Coach Nicole 434 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 Most recent by Norm6257 April 2022Feature Requests
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  Merged: Rules: Add Tag support

  Skyfox675 1 view 0 comments 1 point Most recent by Skyfox675 March 2022Feature Requests
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  12

  Up Down
  Add an "OR" condition and a Dollar Range to Transaction Rules (edited)

  Active RobjWill718 21 views 1 comment 12 points Most recent by Coach Natalie February 2022Feature Requests
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  2
  Suggest Rule when changing Payee or Category (edited)

  Completed Closed WWi 51 views 3 comments 2 points Most recent by Coach Natalie October 2021Feature Requests
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  1
  Ability to Create Rules from Transactions List (edited)

  Completed Closed MCHAMMER8292 11 views 1 comment 1 point Most recent by Coach Natalie October 2021Feature Requests
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  11
  Option to stop showing the pop up to assign a "New Category rule" (1 Merged Vote)

  Completed Closed JKR 1.1K views 9 comments 11 points Most recent by Coach Natalie October 2021Feature Requests
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  Merged: Uncheck by default: "Also set for existing transactions" when creating Rule [edited] (1 Mer…

  chrismoneytime 81 views 0 comments 10 points Most recent by chrismoneytime September 2021Feature Requests
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  Merged: Rules based on amount

  WWi 1 view 0 comments 1 point Most recent by WWi September 2021Feature Requests
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  Merged: Ability to Create Transaction Rules for Amounts and Accounts [edited] (1 Merged Vote)

  MCHAMMER8292 171 views 0 comments 28 points Most recent by MCHAMMER8292 September 2021Feature Requests
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  12
  Add Transaction Rules [edited] (37 Merged Votes)

  Completed Closed mazar1977 385 views 38 comments 12 points Most recent by Coach Natalie November 2020Feature Requests