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Ability to apply a Category Rule to each individual Rule for a Payee (edited)

Flopbot Superuser ✭✭✭✭✭
edited August 2021 in Feature Requests

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.
Quicken Desktop user since 2014.
New to Simplifi in 2021.
7 votes

Active · Last Updated


  • Coach Natalie
    Coach Natalie Administrator, Moderator admin
    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! :wink:

    -Coach Natalie