Ability to Create Transaction Rules for Amounts and Accounts [edited] (7 Merged Vote)

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  • raydar84
    raydar84 Member
    edited April 28
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    This issue is why I'm switching to [Removed]

  • Missourian
    Missourian Member
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    I write weekly checks in fixed amounts. Because it’s a check, Simplifi can’t see the payee and therefore can’t automatically assign a category. I want to assign a rule that all checks written for X amount get automatically assigned Y category.

  • SimpliJSHL
    SimpliJSHL Member ✭✭✭
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    They already have other things they're working on - can't churn out every feature request with top priority. They've made great progress on a very popular savings goal update. I'm sure they'll get to this.

  • tkdennis
    tkdennis Member
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    Hoping they'll include Tags when they rework the Transaction Rules!