Ability to use Transaction Rules/Quickfill for manual transactions (edited)

SamM
SamM Member
edited November 28 in Feature Requests
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.
3 votes

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Comments

  • 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.
  • RobWilk
    RobWilk Member ✭✭✭✭
    I believe the mobile app does this, not the web app though
    --
    Robert D. Wilkens
    robwilkens.net
  • Flopbot
    Flopbot Superuser ✭✭✭✭✭
    @RobWilk, 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.
    Chris
    Quicken Desktop user since 2014.
    Brand new to Simplifi in 2021.