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Rules – Add Additional Items (edited)

Dick_Davis

In the rules area of Simplifi, I am recommending that these items Be added – Tags, Accounts, and Flags. This would allow for a full set of rules to be created and used. At present time in this release, there is no way to add Tags, Accounts or Flags within the rule.

Rule Suggestion Screenshot 2025-09-02 144916.png

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Transaction Rules

Comments

Coach Natalie

@Dick_Davis, thanks for sharing your suggestions with the Community!

It looks like we have existing requests for two of the items you mentioned. Please be sure to add your vote and feedback there, and then follow them for updates!

https://community.simplifimoney.com/discussion/104/transaction-rules-for-tags-edited-2-merged-votes

https://community.simplifimoney.com/discussion/1340/ability-to-create-transaction-rules-for-amounts-and-accounts-edited-7-merged-vote

I'm not finding an existing request for Transaction Rules for Flags, so feel free to create one!

https://community.simplifimoney.com/discussion/998/creating-and-voting-for-ideas-in-the-community