Rules based on Category

Maples

I have to manually set many tags for transactions each month, and would prefer to be able to set these flags via rules, as the UI is very slow to set a large number of tags.

Use case - For the matching rule I would like to be able to:

• Define an Account
  • I should not have to define a Payee as currently required
• Select to include OR exclude any Category.
  • This is going to be the category that Simplifi defines by default, thus the order of rules could be important if the category needs to be update prior to the execution of this rule.

Coach Natalie

@Maples, thanks for posting your suggestions to the Community!

I have moved this out of Feature Requests, as it seems you are requesting more than one enhancement to Transaction Rules, which means you need to create an individual request for each enhancement.

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

For the first part of your request, it looks like you need to select two of the three IF conditions. I was able to set an account and an amount without using a payee —

For the second part of your request, it’s not entirely clear what you’re looking for. However, a few existing requests come to mind that may address what you’re seeking:

https://community.simplifimoney.com/discussion/3899/ability-to-view-apply-simplifi-039-s-renaming-logic-in-addition-to-user-created-payee-rules-edited

https://community.simplifimoney.com/discussion/12795/add-exclusion-criteria-to-transaction-rules-edited

https://community.simplifimoney.com/discussion/12770/allow-users-to-specify-the-order-in-which-transaction-rules-are-applied-edited

https://community.simplifimoney.com/discussion/11487/ability-to-see-the-transaction-rules-that-are-applied-to-a-transaction-edited

I hope this helps!

DryHeat

@Maples

I'm not sure, but I think what you are requesting is the ability to use a Rule to add a Tag by matching a transaction based on both (1) the Account, and (2) the Category.

If that is correct, then the Rules will not be able to handle it for you. A Rule cannot match a transaction based on Category — only Payee, Account, and Amount matching are supported. If you want this ability, you will need to submit a Feature Request.