Looking to automate some transaction classifications based on the owner or last 4 (edited)

ByJam

With credit cards, i'm looking to automate some of our transactions classifications based on the owner or last 4 of the credit card number. I'd like to create rules to tag or label a transaction by which card was used. Right now having to do this manually.

One of the fields that is supported in data exchange from most financial intuitions is the card owner or last 4 of the credit card used.

Is that an option to add to a feature request?

Coach Jon

Hello @ByJam,

Thank you for reaching out! To help clarify what you are requesting, can you let us know if what you want is the ability to set up a Transaction Rule to add a Tag to transactions from a specific account?

If so, you should already be able to do this in Quicken Simplifi. During rule creation, you can select "Account" as an IF condition and specify which account.

You can then choose the "Add Tags" option on the right-hand side during rule creation, then select "Continue to review" and "Create Rule" on the next screen. Our support article explains these steps in more detail here: https://support.simplifi.quicken.com/en/articles/4792733-how-to-use-transaction-rules-in-the-web-app#h_22b9a65773

This should allow you to do what you want to do with Transaction Rules and Tags in Quicken Simplifi. Let us know if this works for you!

We also have a couple of different idea posts somewhat related to what you are requesting regarding Transaction Rules that you may be interested in voting for here:

https://community.simplifimoney.com/discussion/4983/ability-to-create-category-rules-based-on-keywords-for-the-payee-edited

https://community.simplifimoney.com/discussion/3483/payee-name-wild-cards-for-transaction-rules-edited-1-merged-vote

I hope this information helps!