Rule Enhancements

Strigolactone

A bit of finesse is still needed with rules, I recently worked on a bunch of transactions.

1. The transaction is for utilities, and needs to be split for trash, sewer, and water. That function doesn't exist, and you can only designate one category in series creation.
   
2. Secondly- I noticed an unrelated issue, which is present even using original statement names.
   
   I want all transfers TO and FROM accounts designated as such, and I significantly dislike the "linked transactions". Transfers that are positive (credit) are named Transfer TO Acct ####, and Transfer that are negative (debit) are Transfers FROM Acct ####.
   
   For example:
   
   The rule states, Rename payee to "Transfer to Checking (1234)" if the original statement name has the EXACT name "transfer to cashback debit 1234"; set category to Transfer. This should only work on positive transactions.
   
   A second rule states, Rename payee to "Transfer From Checking (1234)" if the original statement name has the EXACT name "transfer from cashback debit 1234"; set category to Transfer. This should only work on negative transactions.
   
   I watched before my very eyes as each rule would impact both, disregarding the exact "to" and "for" explicitly required by the rules.
   
   Here's a screenshot of the rules. I didn't get a screengrab of the previous transactions auto updated back and forth.

I may "fix" this by just changing it to read, Transfer: Checking (1234) but this is quite annoying after spending a few hours doing it manually and then redoing it after the rules messed it up.

Coach Natalie

@Strigolactone, thanks for posting your suggestion to the Community!

I went ahead and moved this out of Feature Requests, as you want to outline just one suggestion per Idea post in accordance with our guidelines here. Additionally, if you're experiencing trouble with using Quicken Simplifi, you'd want to report the issue separately so we can work with you on the issue. Our FAQ here has more details on posting to the Community.

With that, I found a couple of existing requests that seem to touch on what you're looking for:

https://community.simplifimoney.com/discussion/1884/ability-to-split-categories-in-category-rules-edited

https://community.simplifimoney.com/discussion/98/using-splits-multiple-categories-in-recurring-transactions-4-merged-votes

If either of these requests meets your needs, please be sure to vote on them and then follow them for updates!

For the issue with the Transfer Transaction Rule, I'd try modifying the keywords a bit to see if you can get Quicken Simplifi to better pick up the data. I'd also recommend opening the Transaction Detail view for the transactions the Rule is being applied to, and looking at the "Appears on your statement as…" info to ensure you're using the correct "exact" keywords.

Let us know how it goes!