Rules are inadequate

Dancerfrog

Several of my payees regularly have credits and expenses. Rules makes no allowance for amounts. It should. Like this:

Payee contains Visa AND transaction amount is less than/greater than/or equal to a specific amount, then a different categorization could be applied. Amounts greater than zero would be credits and refunds, amounts less than zero would be expenses. Or a specific amount might be something else. Right now, the program treats positive numbers as expenses, which makes no sense at all.

Coach Natalie

@Dancerfrog, thanks for sharing your feedback with the Community!

We have an existing request for Transaction Rules for Amounts that I'd suggest following for updates. We are currently working on adding this ability to Quicken Simplifi!

https://community.simplifimoney.com/discussion/1340/ability-to-create-transaction-rules-for-amounts-and-accounts-edited-7-merged-vote

I hope this helps!

-Coach Natalie