Searching Rules
Juliet
Merged in a post:
Search Transaction Rules
D
Douglas
Need a search box for the transaction RULES. Having to look through the entire list to see if I already have a transaction rule is nuts. Also, you should show on the transaction level which rules were applied to that transaction, so you can troubleshoot issues with your rules.
Juliet
Merged in a post:
Search Through Rules
A
Anna
You should add a search feature through the Rules you add. It would be very helpful when you have many, many rules.
T
Tyler Clifton
Bump. Please add capability.
Zoey
Merged in a post:
Ability to search transaction rules
D
David Bozaan
The transaction rules are extremely helpful, but sometimes I need to create 2-3 rules to handle a single merchant since some merchant locations show the merchant name differently than perhaps the HQ location. As a result, I now have a large number of rules. I noticed that Rocket Money doesn't allow me to view the rules as single rows like a spreadsheet that I can sort alphabetically, and that there is no search function for finding the specific rule that I want to view or modify. This makes it tedious to manage my rules. Can I make a request that these features be added by the Development team? In the meanwhile I discovered that I can search for the merchant in the transaction register to find my rules, but this isn't ideal in cases where there is more than one rule for a single merchant.
Zoey
Merged in a post:
Better Search for Rules
D
David
When creating a rule I want to be able to match two or more words in a transaction. For example the search "PayPal Google" should match "PayPal Inst transfer abcd1234 blah blah to Google stuff xyz" but it doesn't, because that description has other characters between PayPal and Google. I would love to see this improved.
Zoey
Merged in a post:
Search for rules
N
Nick
Should be able to search for a rule and not have to scroll through pages looking for one.
Zoey
Merged in a post:
Search functionality for Rules
Z
Zacharia
Be able to search your existing rules. After a while, the rules add up in quantity. Easier to search than scroll through them to modify the desired one. As a user, i am trying to locate and modify a specific rule I've created in the past.
S
Steve Helsel
I just asked for this exact feature! Yes!
J
Josie
This needs more upvotes
J
Joshua
I somehow had a mortgage payment miss a rule for 6 months in a rule, and cannot figure out why. My only recourse was to reset all the rules because I couldn't find the rule that might have made it not work.
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