Organizing your money is essential when budgeting, as it gives insight into where you’re money goes! We also get that categorizing each transaction can become cumbersome; this is where Transaction Rules come into play!
Using Transaction Rules, you can tell us how you want certain payees listed and how you want Simplifi to categorize a transaction based on your unique needs. The best part...Simplifi will apply your changes however you tell it to, updating all of your applicable transactions automatically. Let Simplifi do the work for you! 🤗
You can manage all of your rules directly under Settings > Payees & Rules. You can even create a rule when updating an existing transaction! Simply check the box that says “Apply to similar transactions” when updating the category. We’ll change all previous transactions with the existing category you changed and remember it in the future. Check out our help article here for more info!
Already using Transaction Rules? Even better! Share some of your best practices for using Transaction Rules.
