Dynamic Tagging/Transaction Rules for Tags (edited)

TGP Member ✭✭✭✭
I would like to have TAGs be dynamic, and auto-update and auto-tag to apply the same tag to similar transactions, please!

(edited for readability)
3 votes

Active · Last Updated


  • RickR
    RickR Member

    That is a great suggestion!

  • Coach Tappan
    Coach Tappan Retired Coach ✭✭✭✭
    edited November 2019

    @TGP That's a good idea. We've had a few other suggestions about improvements in the way Tags behave, including allowing Simplifi to suggest tags for new transactions that fit the same profile as older ones. We appreciate suggestions like yours to make Simplifi even "smarter!"