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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)
28 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! 

  • drlegran
    drlegran Member
    edited March 4

    I would like the ability to create rules on Tags, as opposed to only having the ability to create rules on the Payee and Category.

    First, some quick context on how I use Tags. Every transaction in Simplifi is tagged with a Tag. The Tags I use are: Balance Adjustment, Credit Card Payment, Discretionary, Income, Non-Discretionary, Tax Related, and Transfer. Most recently, I just created a Reimbursement and Reimbursable Tag.

    The use-case for my new idea is primarily for my Reimbursement and Reimbursable Tags, but I didn't specify that in the Idea Title, because other users might have their own unique use-cases for rules being applied to their unique Tags.

    For me, my-use case is my wife and I both travel for work, and when we do that, all of our expenses - hotel, airfare, food, etc. - goes on our personal credit card. Normally, we are submitting expense reports a few weeks after the trip, and the reimbursement is almost immediate. I've created ‘Reimbursable’ and ‘Reimbursement’ Tags in Simplifi to track the expenses and the reimbursement income.

    I would like to create a rule in Simplifi, so that every transaction tagged with either Reimbursable and Reimbursement are hidden from Spending Plan and Reports. Today, I have individually hide each of these transaction types from Spending Plan and Reports. It's tedius and I would rather it be automatic. I don't personally have the need to track reimbursable/reimbursement expenses/income in either Spending Plan or Reports, however, I don't want to delete them, as it's an easy place for me to audit our reimbursement.

    Hope this is applicable for others too, and would love to see this feature incorporated into Simplifi, across Web and Mobile (but, Web more importantly).

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin

    Hello @drlegran,

    Thanks for posting your suggestion to the Community!

    I went ahead and merged your post with an existing Idea post requesting Transaction Rules for Tags. For Transaction Rules that automatically ignore transactions from Reports and the Spending Plan, please be sure to add your vote here.

    -Coach Natalie

  • ghorton
    ghorton Member

    I would like to have a way to assign a tag to a category so everytime I mark a category for a new transaction, the tag is also added. I just spent hours creating tags to map to Fidelity retirement planning categories and applied them to all transactions to date, but for future transactions I'll have to remember to manually map the category and tag. Would be cool to just have to map the category and then the tag would automatically be added. Thanks!