Ability to use Transaction Rules/Quickfill for manual transactions (edited)
edited November 28
If I create a manual transaction and enter the payee, it does not use my category rule for that payee to fill in the category and I have to fill it in by hand. It should use my category rule when I enter the payee.
I prefer to enter transactions manually as that is what I am used to doing and find it easier. I am annoyed by not being able to save the expense category, or at least, have an expense category presented if I choose not to use the assigned category.
I believe the mobile app does this, not the web app though
Robert D. Wilkens
, I’ve found manual transactions by-and-large to not follow my Payee Rules. They seem to be following some other criteria although I can’t figure out what that criteria actually is. Sometimes they’ll take on one category, sometimes another. So far, I haven’t noticed a difference between desktops and mobile.
Quicken Desktop user since 2014.
Brand new to Simplifi in 2021.
Welcome to the Community!
Updates From the Product Team
Known Product Issues
Current Online Banking Issues
Share your Success!