Can't create a category rule from a transaction (edited)

wavehowie

Hi there, I used to be able to create a rule while I was updating the category of a transaction. That option has been removed. Can you please add it back? It is challenging to have to leave the transaction and navigate the menu to find the rules feature to then remember the text of the transaction to be able to create a rule based on it. It makes more sense to create rules from within a transaction than it does from a separate hub.

Coach Natalie

@wavehowie, thanks for posting to the Community!

To clarify, are you using the Quicken Simplifi Web App or the Mobile App? If the former, the option has moved from the Category field to the three-dot menu for the transaction:

Our support article here has the step-by-step instructions for creating a Transaction Rule from a transaction on the Web App: https://support.simplifi.quicken.com/en/articles/4792733-how-to-use-transaction-rules-in-the-web-app#h_a1a1e1aaf9

If you're referring to the Mobile App, this ability has been intentionally removed. Our Idea post here can be voted for and then followed for updates if you'd like to see this option added back:

https://community.simplifimoney.com/discussion/14651/mobile-app-bring-back-the-ability-to-create-transaction-rules-directly-from-a-transaction-edited

Otherwise, our support article here goes over managing Transaction Rules on the Mobile App: https://support.simplifi.quicken.com/en/articles/4792734-using-transaction-rules-on-the-mobile-app

I hope this helps!