Adding the Rules panel to the Transaction Detail page would make it infinitely less complicated to create transaction rules.
@GeeEmm, thanks for posting your suggestion to the Community!
I have moved this out of Feature Requests for now so we can gain a clearer understanding of what you're looking for. To start, it's important to know whether you're using the Quicken Simplifi web app or the mobile app, as transaction rules differ between the two. If the former, you can easily create transaction rules using the details of a transaction by following the steps listed here: https://support.simplifi.quicken.com/en/articles/4792733-how-to-use-transaction-rules-in-the-web-app#h_a1a1e1aaf9
If you're using the mobile app, you can't create transaction rules from transactions. If you'd like to see this ability added, we have an existing request that can be voted for and followed for updates here:
If neither of these existing topics works for your needs, please let us know!
Creating a rule from a transaction used to be easily possible on mobile, but it was removed for no reason. Why can't we at least get that functionality back?
