Setup Transaction Rules to mirror the microservices offered by Qapital, Acorn, etc. (edited)

TommyMac Member ✭✭✭✭
edited December 2021 in Feature Requests

It would be nice if you can set up transaction rules to mirror the microservices. I have Qapital take 5% of every deposit over $3k and a few other rules, I have Acorn roll up purchases to the nearest dollar, I have Stash taking a few dollars a week and buying stock, etc. These are hard to set up as "Recurring bills" as they fluctuate week to week, month to month.

5 votes

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  • TommyMac
    TommyMac Member ✭✭✭✭

    This is primarily in the context of seeing them in forecasting and for matching transactions from the bank. Each transaction is little, but, they do add up.

  • Coach Paco
    Coach Paco Moderator admin

    @TommyMac Great suggestion! Hopefully, members of our community vote this up and we can see additional rules being added.

  • CoreyBarger
    CoreyBarger Member ✭✭
    I'd also love if they could allow us to connect to Qapital!
  • Coach Natalie
    Coach Natalie Administrator, Moderator admin

    Hello All, 

    This Idea seems to have fallen stagnant, and due to the age of the request and lack of user votes/comments, will be archived within the next 10 business days.

    If you would like to see this Idea kept alive and considered for possible future implementation in Simplifi, please be sure to add your vote and a comment explaining how this request would be beneficial for you. More details on voting for Idea posts can be found in our FAQ here

    Thank you,

    Simplifi Community Support Team