Ability to uncheck 'Update Category' when creating a Payee Rule from a transaction (edited)

rlorcro

I would like to be able to do the following:

When creating a rule from the transaction register, add the ability to un-check "Update Category" like you can in the rules setup in settings. Currently I create the rule in the register and then go back into settings and un-check that.

Add the ability for a rule to mark a transaction as reviewed. I have several transactions that I never need to review, like payments on credit cards which generate two transactions for every payment I make.

Coach Kristina

Hello @rlorcro,

Thank you for coming to the Community to provide your feedback! Since you're asking for functionality to be added/changed in Quicken Simplifi, I changed your post to an Idea. Ideas that get enough votes may be implemented in the future!

Thank you!

Coach Natalie

It appears that the 'Category' box can now be unchecked when creating a Transaction Rule directly from a transaction.

Thank you!