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Linked Accounts (404)
Financial Goals (138)
Recurring (176)
Net Worth (77)
Credit Score (27)
Dashboard (85)
Notifications (43)
Bill Negotiations (23)
Subscription Cancellations (46)
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Support Request (33)
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Making rules effective date
When I create a rule it won't let me save it for only future transactions. I have to apply it to all for it to work. It gets frustrating when I have another rule in place that has almost the same words example Capital One and Capital One 360.
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19
De duplicate transactions
I have months of duplicate transactions and unless I want to ignore them all manually, I have to just have wrong data. You should have a de duplicate tool or at least a select button so you can choose more than one transaction at a time to ignore!
2
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complete
1
Rules based on account/card
Can I set up a rule that would categorize transactions on a specific credit card or account vs breaking down each transaction just by name or amount?
26
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complete
124
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