Best Of

Another customer asking for this improvement!!

Looking forward to the implementation of this Rule enhancement!

I own my own business, and sometimes I am making purchases to a payee (such as Amazon) for both personal and business expenses. When categorizing rules are made, they affect all accounts, so if the rule is set that Amazon purchases show up as personal shopping expenses, it doesn't seem there is a way to create a separate rule under my business credit card that shows that Amazon purchases get automatically categorized as business supplies. This means that I must go in and manually edit those transactions every month as Simplifi wont give individual accounts exclusive rules that apply to categorization of transactions.

Would be helpful for Apple subscriptions

I'd like to see this also. Sometimes the payee is the same but the amount is not. I have cases where the amount would determine the category.

+1

I have two different payments to my insurance company. The big one is for the car, the little one is for the house. It's a manual hassle to get these classified correctly.

Hello…Is it possible create rules that will include matching on a dollar amount? This would help on my Apple transactions. My Apple transactions for Apple Music, iCloud and software subscriptions all come over with the same information. The only way I can distinguish between the different transactions is by the amount of the transaction. Thanks.

I realize the Simplifi is the new kid in the block. But please add more security, just SMS/TEXT pin code is not enough. can we include MFA Google Authenticator or Microsoft auth, etc.. Also Email pin as an option would be great too.
Also if you had an option to send email notification or even SMS whenever we login to let us know so and so/from some where just logged in, that would be great. Since all our financial data is centralized in one place as you can see it makes sense to be little freaked out ;)

Would be nice to see an update on this considering security should be number 1 on the list of things an app like this embraces.