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Suggest Rule when changing Payee or Category (edited)

WWi

If I'm changing the category or payee of an individual action, it is likely that I want to apply that change to future or past transactions that are similar. Prompting to create a rule based on the change would make it much easier to create rules as needed without interrupting my current task.

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Completed

Feature Request

Transaction Rules

Status: Completed

Comments

Coach Natalie

Hello @WWi & All,

This Idea has been partially implemented, as the ability to create a Payee Rule when editing a downloaded transaction is now available by checking the box next to the "Create a rule to also rename this payee for future transactions" option, located in the drop-down for the Payee field:

Image: https://us.v-cdn.net/6031920/uploads/editor/v1/ekbbvx03mwh7.png

If you would like to see the ability to create a Category Rule when editing or entering a transaction in Simplifi, please be sure to add your vote!

-Coach Natalie

Flopbot

@Coach Natalie

I think I've noticed that this box defaults to what you did last time. For example, if you clicked it when you renamed something last time, it stays clicked the next time you go to rename something. When you un-click it, it functions the same way. This makes sense because like @WWi said, you likely will want to rename all the same vendors, shops, etc.

The same default seems to apply when adding Category to an Uncategorized transaction that already has a renaming rule.

For this, it doesn't make sense because Simplifi is constantly trying to add a category rule to my Amazon and Walmart transactions...where I can buy anything under the sun! Right now, I intentionally have a rule set for those two that makes them Uncategorized when they download.

Please consider changing the default for the Category field - not the Payee field - to always be unchecked.

Coach Natalie

Hello All,

Great news -- the option for a Category Rule Suggestion is now also available! This can be accomplished when editing a downloaded transaction by checking the box next to the "Create a rule to also use this category for future transactions" option, located in the drop-down menu for the Category field:

Image: https://us.v-cdn.net/6031920/uploads/editor/hr/icctdsss0pp9.png

Please let me know if anyone has any questions!

-Coach Natalie