Ability to Create Transaction Rules for Amounts and Accounts [edited] (7 Merged Vote)
Comments
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+1 for rules by account
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Simplifi has been great so far, however the rule sets are SUPER limiting.
Please take some notes from Monarchs structure.
Example:
Youtube Premium which is charged through Apple
Example 2:
Setting specific Zelle payments with a specific name and cost in it
I'd also like for this kind of Zelle transaction to appear in my Spending & Reports. However it seems ALL Zelle payments default to hidden. This should also be configurable.
They have so much flexibility here
Also note you can filter by not only Merchant Payee name, but also the name from the original statement. This can give much better filtering
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@Dizzybro, please be sure to add your vote here for the ability to create Transaction Rules to exclude/include transactions automatically:
-Coach Natalie
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I have a corporate card that I use for work and I would like the product to have a rule where if the account is my corporate card, the category is automatically "Work Expenses". I can't use payee as a proxy because I go to places with the same name for work and personal (e.g., Dunkin)
Other people agree? Has anyone found a workaround?
Thanks all!
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+1 This would be especially useful for tracking business expenses and income from specific accounts.
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Apple, Amazon, Chewy…many vendors where I have multiple recurring subscription charges and the only way to tell the difference is the amount.
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The rules engine for quicken simplify is too simple. I would pick quicken simplify over monarch but the simple rules engine is holding me back from doing so.
For example, in Monarch you can do this:
if merchant name contains 'web raiserright'
if amount equals $300.29
if category equals uncategorizedrecategorize to gas
This is a requirement for me because my wife is using this app that pays us back. You put money on a web raiserright card then you spend the money like a debit card.
we have agreed she will load the card with 100.29 for gas and 100.30 for groceries so that I can key off of the transaction amount in Monarch.
Is there any timeline for adding this type of functionality. I have heard of others requesting the same thing.
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Adding a bump for this. In general there is a need for a more robust rules engine for transactions
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This is such a needed feature! Simple rules like [removed] is what is missing.
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Adding a vote for this! On the first of the month I have two recurring transfers to accounts at a different bank, one for mortgage/sinking fund/etc and one fior utilities, and because my credit union has 'college' in the name every time they wind up automatically categorized as "Tuition". I prefer everything else about Quicken but this is tempting me to just stick with Fidelity
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Rules per account would be great. More generally, having two or more defining criteria for a rule would be very helpful.
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Just upvoted for this feature! HUGE plus if it gets implemented. I'm coming over from Quickbooks, believe it or not (just trying to "Simplify" my life a little), as well as a trial for Monarch, Copilot, and Empower. ANother use-case I didn't see mentioned is that through my job, I get paid various amounts for different purposes (normal paycheck, commissions, mileage reimbursement, cell phone allowance, etc.), but there's no way to separate these out at the moment. And some of the above is not even income (cell phone and mileage, for example, are just reimbursements at set amounts each month). Would LOVE a way to categorize these differently.
Also, in addition to the amount, sometimes the bank transactions have different keywords in them. So being able to parse the entire description from the bank transaction would be helpful.
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Plus one on this. A feature I really like about [removed] is the ability to do this.
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Really need this rule as I do a lot of checks to individuals for recurring amounts. Even the free Mint/Credit Karma had this feature.
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Some transactions have the same payee name across different accounts, and enabling different categorization by account name would be useful. For example, having the ability to create a rule to categorize "Interest Paid" from a "My Savings" account as "Interest Income" and another rule to categorize "Interest Paid" from a "My Checking" account as "Loan Interest".
It would also be helpful to add Amount as part of the rule, and to still allow some rules to span across all accounts / amounts / payees within an account.
Also, a hierarchy of rules could be useful in this case.
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It would be pretty cool if we could define rules using more than Payee. For example, IF Payee X is paid with Credit Card Y, THEN categorize as Z
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Your idea sounds like this one, which is already under review by the product team. Vote there.
[removed link to merged thread]
Simplifi User Since Nov 2023
Minter 2014-2023
Questionable Excel before 2014 to present
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+1 for this feature
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Banktivity has this feature and I rely on it heavily. For example I get numerous bills from Apple which all belong to different categories — Apple TV+, iCloud, and various third party apps from the app store.
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This would be a huge improvement. Theoretically very simple, too. It's been "In Review" for over a year now? What's the deal?
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+1 this really needs to be implemented. Monarch does this and it's way better.
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If I use a check, all transactions come under the same Payee of “Check”. Rules only allow me to add a rule for payees or categories. If I were able to add an amount range I would be able to better refine the rule to categorize it properly.
Example:
Payee: Check, Amount: $25-75 -> Set payee to Foo and Cetagory to Home Service
Payee: Check, Amount: $500-750 -> set payee Bar and Category to Rent
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Hi, vote for the existing idea here. It is being reviewed by the product team.
[removed link to merged thread]
Simplifi User Since Nov 2023
Minter 2014-2023
Questionable Excel before 2014 to present
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It looks like requests to get better transactions rules has been going on for a long time and they are still very basic and mostly useless going into 2024. Quicken, please add several more options to the transactions rules! As they are they are almost useless and do more damage than good. We really need to be able to set rules based on dollar amount where we can set different results if between $x amount, >$x amount, or <$x amount, original statement name or new name with an exact or contains option, or if it's on a certain account. I guess basically everything the user above posted from Monarch would be awesome. These transaction rules are a necessity.
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Agree 100%. Rules without specific amounts are almost useless. Defeats the purpose of creating rules in many instances.
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Yes, please!
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It would be great to have more flexibity when creating category rules. I would like to create rules for categorizing checks for specific amounts since all checks have similar description.
It would be also very useful to have rules to categorize transactions to a category only if it was from a specific account.
And finally, I’d like the ability to create rules to add specific tags automatically.
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Hi. Your idea is already present here. Vote for it.
[removed link to merged thread]
Simplifi User Since Nov 2023
Minter 2014-2023
Questionable Excel before 2014 to present
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This is another example of Simplifi completely missing the mark. Allowing categorization by amount and/or account has been a basic function of many other financial aggregation utilities for many, many years. This specific feature request has also been open for several years. How has the ability to create rules by amount and/or account not been added yet?
This is a +1 for adding this incredibly basic function. If Simplifi wants to capitalize on the influx of users, it should at least provide a basic feature set.4 -
Why was this request merged with one about excluding items from spending plans? This is about transaction rules. I've only been using Simplifi a few days and immediately hit this road block. I have transactions with Payee Name "Check Deposit." Now I know if it's a deposit in a specific savings account that it's (most likely) rental income, but I can't create a rename rule specific to that account, and even then there could be the occasional deposit that is from a check for a different reason, so even more parameters would be helpful, but the fact that we can't even specify an account makes the renaming rules almost worthless.
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