create rule based on transaction action

dcohen92

I'd like to assign all transactions with the words "payment/deposit" in the action column to a specific category. Rules should allow assignment of category based on action type.

Coach Jon

Hello @dcohen92,

Thanks for reaching out! We have a great idea post regarding this topic that you can vote for and follow for updates here:

https://community.simplifimoney.com/discussion/5051/memorize-investment-transactions-transaction-rules-for-investment-transactions-edited

I hope this helps!