3 char min for rules

Steve86

I was trying to create rules for certain transactions at BP gas station but it appears there is a min char of three as opposed to two.

any thoughts on how to successfully create rules for BP transactions?

Coach Kristina

Hello @Steve86,

Thank you for reaching out! What does the exact Payee show as when it downloads?

Have you tried creating the rule directly from a downloaded transaction with that Payee (Web app only)? That may help find criteria you can use to identify it that don't run into the character limitation.

For more information on creating a rule from a transaction, please see this article: https://support.simplifi.quicken.com/en/articles/4792733-how-to-use-transaction-rules-in-the-web-app#h_a1a1e1aaf9

I hope this helps!

Steve86

Hi @Coach Kristina - Yes same thing error message. Screenshot below for reference:

Coach Kristina

Thank you for your reply,

Is the Quicken name the same as the original statement name? If it's different, there may be words from the Quicken name you can use for the rule.

If the transactions are always from the same account and for the same amount, then you could create a rule based on that information instead of using the Payee.

There is an Idea post asking for the 3-character limit to be removed:

https://community.simplifimoney.com/discussion/7163/remove-restrictions-when-creating-payee-rules-such-as-the-3-character-limit-edited

Please review it and add your vote if it's something you'd like to see. Ideas that get enough votes may be implemented in the future!

I hope this helps!