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Hi @Coach Natalie

Here's a specific example: I have rules that rename the payee and set a category. These are simple rules, and I can have multiple of them, as seen in example screenshot 1. Now, I also want to tag transactions based on a completely different match. For instance, all transactions with the last 4 digits of an authorized user's CC should be tagged "Lia" (see screenshot 2).

Currently, once one rule is matched (likely the one adding the tag, as it's first in order), the other rules stop running. This means the payee renaming and category setting rules are not applied. As a result, I have to manually fix these, as shown in screenshot 3, where the payee was not renamed, and the category is incorrect ("Gifts" instead of "Convenience Store").

In short, I can't tag transactions without breaking other rules. I hope this is clearer than my previous explanation.

@Coach Natalie and @Coach Jon,

With 363 upvotes for this feature, this is a very important and basic functionality. This would be a huge crowd pleaser and would allow for many different things to take place or be enhanced as a result.

What is needed for this to be considered with the Simplifi Dev group and management?

That's what I noticed about manual account balances as well, specifically with transfers from linked accounts. For some bizarre reason, After I make a change, I think the manual balance 'went wrong' with one bank sync, and recovered in the next bank sync. Bank sync's tend to happen at most once every "4-6 hours", presuming you logged in or resynced after that much time.

As per turning on Account to Account transfers, I have had that feature for a while, and you specifically need to turn it on for each account you want to have it on (it does verification deposits into those account, and you have to confirm that amount deposited - of course, anyone with access to your simplifi data could see the amounts). I have almost no reason to use account to account transfers, because chase (my bank) does "real time" transfers to external accounts, and will transfer back within 2 business days— Whereas with Quicken's account to account feature, there is always at least a 2 business day process (there is a period the money is unavailable to you).

I would suggest taking this to larger idea of tracking not only the mileage but the donations and the associated milage.