New Feature Alert: Transaction Rules Enhancements!
Transaction Rule changes have been introduced to the Quicken Simplifi Web and Mobile Apps! This is just the first phase of the enhancements and provides the same fundamental functionality as the existing Transaction Rules model. However, users will now be able to choose if they'd like to use the statement name or the Quicken Simplifi Payee when referencing transactions.
This change is foundational and is the first building block for enhancements like creating Transaction Rules for Amounts, Accounts, and other factors. Our product team plans to add this additional functionality over the coming year!
Please note that with the changes that have taken place thus far, users will no longer be able to view the list of past transactions to apply a Transaction Rule to. The Rule can still be applied to past transactions, though. The ability to see a list of the transactions will be added back in the coming year as well!
-Coach Natalie