Rules aren’t applying to transaction

hangingchad

please see attached. I had a rule to recategorize a “schoolofmusic” transaction but it still shows as “tuition”. Does the letter case matter? The original statement is all caps. Is it because it’s pending? It’s also part of a series but the category didn’t change. What am i missing?

thanks in advance

[edited images to reduce size]

Coach Natalie

@hangingchad, thanks for reaching out to the Community!

I noticed you mentioned that the transactions in question are recurring. According to this recent discussion, transactions linked to recurring are not eligible to have rules applied to them:

https://community.simplifimoney.com/discussion/comment/68813#Comment_68813

So this is likely the cause of what you're experiencing. If you'd like to see a change made to this area of the program, creating an Idea post would be the way to go:

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

Otherwise, you can manually change the categories on the transactions: https://support.simplifi.quicken.com/en/articles/4340112-managing-transactions-on-the-mobile-app#h_4db28c62df

And if you're able to use the Quicken Simplifi Web App, you can bulk edit the transactions to make things easier: https://support.simplifi.quicken.com/en/articles/3348103-managing-transactions-in-quicken-simplifi#h_36d034e0a7

Sorry for not having better news, but I hope this helps!