Transactions Rules for Manual transactions

DavPap
DavPap Member
edited March 10 in Managing Your Transactions

Hi. Why will my rules not work for manual transactions? For whatever reason, Simplifi will not sync with my bank and associated credit card. So, I have to manually enter all my transactions. Whenever I create a rule to apply a category, it will not work. Seems completely useless when almost all my transactions have to be entered manually, since Simplifi won't sync with my bank. Very frustrating!

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Answers

  • Coach Kristina
    Coach Kristina Moderator admin

    Hello @DavPap,

    Thank you for letting us know you're encountering this issue. To help troubleshoot, please provide more information. Does this happen only with manual accounts? Does this happen only for category rules, or do you also see it happen with payee rules?

    When you are creating the rule, are you making sure to select "Apply rule to existing transactions"? Is it listing any existing transactions, or is it blank, like in the screenshot below?

    I look forward to your reply!

    -Coach Kristina

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