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@nateks0492, Transaction Rules not being triggered when importing transactions is a bug that has already been escalated here:

So, this particular issue will be fixed in a future release of Quicken Simplifi.

@BIA thanks so much. this is something we are going to fix! do you want to turn EA off for now and I can let you know when it's fixed?

While I don't know a timeframe, I can confirm that I recently tested recurring splits with the Simplifi development team. I had several thoughts that I shared with them. Looking forward to this feature.

Yes I have bills and deposits flowing into and out of multiple accounts, cash flow projectuon is useless if I cannot select all the relevant accounts

Thanks… The Early Access isn't turned on. I'll hang out until the feature is sent to everyone.

Thanks again…

I was playing with the new advanced rules, but noticed I manually entered many transactions — and thought it would be helpful if:

When I enter Payee Name and/or Amount, if i have not manually entered the category, have it pre-filled with the rule-based category if there is one.

This would save me time/effort in scrolling through categories.

It would be great to see the running balance like you would on a ledger.