Ability to Create Transaction Rules for Amounts and Accounts [edited] (7 Merged Vote)
Comments
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+1 vote to create Rules by amount. PLEASE!
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I am thinking of not renewing Quicken. I came from Mint and have been trying Quicken and [removed] side by side. I really like Quicken, but [removed] rule making is so much better. I need to be able to categorize based on amount and which bank account. I wish Quicken would do this…as so many others have requested.
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Canceled my renewal partly because this request has been ignored for years. This is a very basic and very important ability that could have been updated easily since 2022 when it was requested.
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I noticed the rules looked much different than the last time I checked them many months ago. They actually have an If/Then structure, they just need the ability to use other things other than the transaction name such as the amount and account of the transaction.
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I need to make a rule that categorizes a transaction based on Payee + Amount.
For example, I have lots of Venmo transactions, but when the amount exactly matches $185, it's always going to be categorized as Babysitter/Daycare. I shouldn't have to manually adjust the category each week just because Simplifi lacks this basic feature.
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Agreed! Please allow amounts to be included in rules!
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I want to share some perspective for anyone coming across this thread. This discussion has been open for four years, and while the company has stated that they're working on it, the reality is that this issue will likely never be addressed.
I initially stuck with Quicken Simplifi because I believed this feature was coming soon—it was one of the key factors keeping me from switching to a competitor. But after years of waiting, it's clear that this isn't a priority. As a product manager myself, I understand why: it’s not an ROI-positive effort. Unless a PM actively advocates for "quality of life" improvements, features like this rarely make it onto the roadmap.
If this functionality is a deciding factor for you, I’d recommend looking elsewhere. Quicken is excellent in many areas, but had I known this would never be implemented, I likely would have chosen a different product. At this point, I’ve invested too much time to justify switching, but for those still considering their options, I hope this insight helps you make a more informed decision.
Would love to be proven wrong though.5 -
Yep, been over a year for me and I didn't renew my subscription largely on this issue. Rules are worthless without customization. Others do it, no reason they can't.
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Add a vote for transaction amounts as an available condition in the Rules feature. Something like this would match my need:
- If payee contains "ACME INSUR X32"
- And, amount is $38.34
- Then, change the name to "Acme Insurance - Car Ins" and change category to "Car Insurance".
This comes in handy when the same payee appears but with a different payment amount. So, this second Rule would exist too.
- OR, if Payee contains "ACME INSUR X32"
- And, amount is $63.88
- Then, change the name to "Acme Insurance - Home Ins" and change category to "Home Insurance"
You can see that the payee is the same but the amount is different. Without transaction amount being included as a condition, half of my categories would be wrong.
Until this feature comes, I will be manually categorizing these.
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Another customer asking for this improvement!!
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Looking forward to the implementation of this Rule enhancement!
Danny
Simplifi user since 01/22
”Budget: a mathematical confirmation of your suspicions.” ~A.A. Latimer0 -
I own my own business, and sometimes I am making purchases to a payee (such as Amazon) for both personal and business expenses. When categorizing rules are made, they affect all accounts, so if the rule is set that Amazon purchases show up as personal shopping expenses, it doesn't seem there is a way to create a separate rule under my business credit card that shows that Amazon purchases get automatically categorized as business supplies. This means that I must go in and manually edit those transactions every month as Simplifi wont give individual accounts exclusive rules that apply to categorization of transactions.
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