Ability to apply a Category Rule to each individual Rule for a Payee (edited)
Flopbot
Superuser, Beta Tester ✭✭✭✭✭
Greetings,
Under "Rules" I don't see a way to "Add a Category Rule" to each of these individual [If Payee Contains] fields. For example, when Simplifi downloads "Payment Thank You Web", I want it to apply my CC Payment category BUT when Simplifi downloads "Purchase Interest Charge", I want it to apply my CC Interest category. Regardless, I want them all to say "Chase".
Right now, with this setup, I'm not sure what it will categorize them as.
When I tried to add two separate rules for Chase it grouped them all together under one (1) rule.
If there is a way to do this, please share. If not, it's needed.
Under "Rules" I don't see a way to "Add a Category Rule" to each of these individual [If Payee Contains] fields. For example, when Simplifi downloads "Payment Thank You Web", I want it to apply my CC Payment category BUT when Simplifi downloads "Purchase Interest Charge", I want it to apply my CC Interest category. Regardless, I want them all to say "Chase".
Right now, with this setup, I'm not sure what it will categorize them as.
When I tried to add two separate rules for Chase it grouped them all together under one (1) rule.
If there is a way to do this, please share. If not, it's needed.
Chris
Spreadsheet user since forever.
Quicken Desktop user since 2014.
Quicken Simplifi user since 2021.
8
Comments
-
Hello @Flopbot,
Thanks for the feedback!
Upon testing this, I'm not finding a way to apply a separate Category Rule to each of the Payee Rules that have been created for one Payee, but I can definitely understand the need for this ability! With that being said, I have gone ahead and turned this into an Idea post and added my vote -- please be sure to add your vote as well!
-Coach Natalie-Coach Natalie
1
