Suggestions for 'Apply to all similar transactions' prompt [edited] (6 Merged Votes)

timmyc123
timmyc123 Member ✭✭
edited June 8 in Feature Requests
A warning to Simplifi users. The payee/category rewriting engine can completely destroy your transaction history. Yesterday, I was doing my normal transaction clean up and hit enter after typing the first letter of a work, "C", into a payee field . Since the "Apply changes to all similar transactions" checkbox is checked BY DEFAULT, Simplifi went back through and updated THOUSANDS of my transactions to be payee "C". A rule was created that said any transaction, starting with "C", rename to "C". Turns out though, it wasn't just limited to transactions starting with C. Much of my transaction history (~75%) is now ruined and support says there is likely nothing they can do to undo the changes.

As you can imagine, I'm pretty [removed].

1) The rules engine should have a global off option in settings. I did not need or want this feature prior to my transaction history being ruined. I DEFINITELY don't want it now.
2) A new rule should NEVER automatically go back and change old transactions without an explicit prompt
3) Having the rewrite checkbox inline with the Payee name is incredibly disruptive to quick transaction cleanup
[rant redacted]
4 votes

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Comments

  • Wu-Tang Financials
    Wu-Tang Financials Member
    edited March 1
    Please change the default for payee changes to NOT apply to all similar transactions like category changes. Every time I make a singular payee change, I have to uncheck the default. I'd imagine more people make one off changes than changes intended to apply to all.
  • Coach Natalie
    Coach Natalie Administrator, Moderator admin
    Hello @Wu-Tang Financials,

    Thanks for posting this to the Community!

    I have gone ahead and turned this into an Idea post so that other Users can vote on it. Please be sure to add your vote as well! :)

    -Coach Natalie
  • Daze
    Daze Member
    edited June 7
    When a payee name is entered or changed a popup box appears asking if I'd like to change all similar transitions to the name that was entered or changed. By default this box is checked. Years of muscle memory have me hitting tab or enter after I finish typing the payee name, and by doing so all transactions with similar looking names are changed as well. Currently there seems to be no way to avoid using the mouse to uncheck that checkbox or to have it unchecked by default. When one press of a button (tab or enter) can automatically change hundreds of transactions - the feature is not helpful! Please fix this.  
  • Coach Blake
    Coach Blake Member, Moderator admin
    edited June 7
    Thanks for posting this to the Community!

    I am so sorry for the aggravation. I know I would be extremely frustrated if this happened to me. I have gone ahead and turned this into an Idea post so that other Users can vote on it, and our Product Team can review it. Please be sure to add your vote as well! It gets my vote!

    -Coach Blake
  • n2it
    n2it Member
    edited June 10
    I completely agree with this. But even if the check box does not default checked, it would be easy enough to accidently do something like this.

    I wonder if another solution would be to allow us select some / all to revert any transaction back to the the financial institution transaction payee (you know where is says "Appears on your [FINANCIAL INSTITUTION statement as") - since that info is readily available, why not make it useful for things like this as well as searching/filtering, for use in our own rules, or allow us to default/apply the financial institution payee to be the payee instead.
  • Coach Natalie
    Coach Natalie Administrator, Moderator admin
    Hello @n2it,

    Those are great suggestions!

    I did find a couple of existing Idea posts surrounding some of the abilities that you mentioned in your comment, that would be great to have your vote on! :smiley:

    https://community.simplifimoney.com/discussion/911/add-a-setting-to-revert-to-downloaded-payee-info-edited/p1?new=1

    https://community.simplifimoney.com/discussion/1515/allow-search-in-original-payee-field#latest

    -Coach Natalie
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