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@Randy1234

It sounds like the actual problem you are reporting is that certain rule options like "Account," "Add Tag", and "Add Note" are selected by default when you try to edit a rule — and they should not be. (The part about importing CSV files is just what caused you to notice this problem.)

I am seeing pretty much the same thing and I am not importing any transactions from CSV files. I just tried to edit a simple rule that only has one condition (based on original statement name) and two changes (rename and update category).

But when the edit form opened, the "Account" condition was selected and set to "All Business accounts" and the "Add Tags" and "Add Note" changes were also selected.

The important point is that none of these items were active in the rule that I was editing, as you can see from the above rule listing. Choosing to edit the rule caused them to be automatically selected for no apparent reason.

As you mentioned, clicking "Continue to review" brought up the "Form fields need attention" warning because the "Add Tags" and "Add Note" items (which I did not select) did not contain any information.

I've submitted feedback from within the app. Here's a screenshot as well.

Hello @KSU_SecretSquirrel,

Thank you for letting us know you're also encountering this issue. If you would like to contribute to the investigation, please provide a screenshot of what you're seeing in your Quicken Simplifi (redact any personal information) and send logs. To send logs, please follow these steps:

1. Log into the Quicken Simplifi Web App.
2. Select Profile from the left-hand navigation bar.
3. With the Profile menu open, hold down the Option key for Mac or the Alt key for Windows, and then click Send Feedback. 
4. Leave all boxes checked, add a brief description of the issue, and then click Send.

Thank you!