"Apply rule to existing transactions" is not working
I've noticed recently this feature has stopped working.
I have created many rules before and usually Simplifi has been pretty good about going back through existing transactions and updating them to align with the new rule when I select it.
I know it is a bit quirky with the statement tags and sometimes it takes some trial and error to make it work, but for the most part it has been functional.
But now when I create rules and apply them, nothing happens to the existing transactions regardless of what I do.
Did something break in a recent update?
Is anyone else reporting this issue?
Comments
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Hello @cyberstackn,
Thank you for sharing your experience! I tried to replicate this in my Quicken Simplifi, but had no problem getting the transaction rule to apply to past transactions. To help troubleshoot, please provide more information. Is this happening in the mobile app, the web app, or both? Are you trying to get the rules to apply to manual transactions? You mentioned the issue started recently; do you recall when you first noticed the issue?
I look forward to your response!
-Coach Kristina
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Hi Kristina, this is in the web app on a Mac. I am not trying to apply rules to manual transactions, just the standard ones that come through automatically. I feel like it just started within the past couple weeks. It used to work fine but now when I apply a rule, nothing happens at all to any transactions regardless of what I do. I have noticed it mainly in a space shared with me that I am managing for my mother. Do you think that has something to do with it?
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@cyberstackn, thank you for the information!
I was able to reproduce this issue in my own Quicken Simplifi and have gotten it reported. I will post back here with updates!
SIMPL-31063
-Coach Natalie
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Great, thanks!
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