Import transactions from CSV no longer triggering Rules

Bernardo
Bernardo Member ✭✭
edited October 27 in Troubleshooting

I've been using import from CSV for quite some time now and it used to trigger the application of Rules to Rename Payee, Update Category, etc.

At some point in the past few months this stopped working. Now, when I import transactions from CSV the rules don't trigger and I have to rename payees and assign categories manually.

Tagged:

Comments

  • Coach Jon
    Coach Jon Moderator admin

    Hello @Bernardo,

    Thanks for reaching out! I was able to locate an existing ticket for the issue you described that our product team is currently working on. We will be sure to post any updates on the issue here as our product team works on a resolution, and we will let you know if we need any further information going forward!

    -Coach Jon

    SIMPL-29692

  • Heros K2
    Heros K2 Member ✭✭
    edited November 3

    Note: The strangest part is this feature used to work automatically!

    I have been a simplifi early access user since 2021! So I've been here likely longer than most. Since I live internationally and transact in non-USD foreign currencies, 90% of my transactions are imported (after I manually make the forex adjustments to USD).

    Over the years, I have accumulated 1762 rules and up until about 6 months ago, those rules were automatically applied to my imported transactions which was fantastic (and intuitive - after all, why wouldn't they!?)

    In the past 6 months, for whatever reason, my rules were no longer automatically applied to my imported transactions, although they continued to work for my synced accounts (non-imported transactions).

    There is also no way to manually trigger all rules to execute, instead I have to go rule-by-rule, to trigger the rule to apply to existing transactions, which is not practically with thousands of rules and thousands of imported transactions every month.

    Can you please bring back (and/or apply a new feature) so that Rules automatically apply to imported transactions? (After all, why shouldn't they???)

  • RobWilk
    RobWilk Superuser ✭✭✭✭✭
    edited November 3

    If this used to work, then at minimum on the import process there should be a toggle switch "[*] Apply Rules?"

    —
    Rob Wilkens - RobWilkens.com

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin

    @Heros K2, thanks for posting to the Community!

    Transaction Rules not being applied to imported transactions is a bug that has already been escalated. I have merged your post with the ongoing thread for this issue so you can follow along for updates.

    I hope this helps!

    -Coach Natalie

  • Heros K2
    Heros K2 Member ✭✭

    Thanks @Coach Natalie ! I am very glad that you have at least confirmed this is a known bug. My concern came after reaching out to a customer service representative via chat who a) refused to believe me that this used to work and b) claimed it was intentional that the rules were not applied stating that "rules are only applied to linked accounts and not to imported transactions".

    Hope this bug can be resolved ASAP! 🙏

  • Heros K2
    Heros K2 Member ✭✭

    Hi Simplifi Team,

    I'm about to make my regular bulk upload of imported transactions, but of course I would prefer to do this AFTER the confirmed bug acknowledged above has been fixed. Any update?

  • Coach Kristina
    Coach Kristina Moderator admin

    Thank you for the follow-up,

    The ticket is still open and in work. I'm not seeing any new updates yet.

    Thank you!

    -Coach Kristina

  • Bernardo
    Bernardo Member ✭✭
    edited December 1

    I just noticed that importing a CSV file now has a new fields (Category, Notes, Check-No) which means somebody has been in the import code recently and they are fresh with the code. It should be trivial* for them to fix this.

    *I am a software developer.

Categories