Transaction Rules for Tags [edited] (2 Merged Votes)

TGP Member ✭✭✭✭
edited March 2022 in Feature Requests
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)
23 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!"

  • Skyfox675
    Skyfox675 Member ✭✭
    edited March 2022
    Please add the ability to automagically add Tags to transactions via the Rules functionality. Thinking this can be extended as Rules recently were to support Payee Rename Rules.

  • DrewK
    DrewK Member
    Automatic Tags setup the same way as automatic categories would be incredible. I use tags for all my transactions and it would be a massive time saver. 
  • Coach Natalie
    Coach Natalie Administrator, Moderator admin
    edited March 2022
    Hello @DrewK,

    Thanks for posting!

    To clarify, are you looking for Transaction Rules for Tags? -- [removed self-referencing link]

    Please let me know, thank you! :smile:

    -Coach Natalie
  • DrewK
    DrewK Member
    @Coach Natalie

    That's right, thanks!
  • MinB
    MinB Member

    +1 Please add transaction rules for tags!