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

SamM Member ✭✭
edited November 2022 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.
5 votes

Active · Last Updated


  • Norm6257
    Norm6257 Member ✭✭
    edited April 2022
    When entering a manual transaction and picking a saved Payee, please also bring in the memorized transaction category for that payee.
  • Coach Natalie
    Coach Natalie Administrator, Moderator admin
    edited April 2022
    Hello @Norm6257,

    Thanks for posting your suggestion to the Community!

    Would you mind clarifying your request a bit, please? Are you referring to creating Category Rules that can be applied once the Payee of a manual transaction is entered/selected, or are you referring to something along the lines of what's been requested here?

    Please let me know, thank you! :smile:

    -Coach Natalie
  • Norm6257
    Norm6257 Member ✭✭
    Hi Natalie,

    It's something like the idea you referenced, but not quite the same.  That idea says that the "last" category used should be the default for new transactions.

    What I'm requesting is this:  If there is a category rule defined for a payee.  For example, "ATT" has a category rule to assign "Cell phone".  Then, if I create a manual transaction and enter the payee "ATT" then the category should automatically be entered as "Cell phone".  Right now, if I have that type of scenario, the category just gets defaulted to "uncategorized" even if I have a category rule defined.

    Does that make sense?
  • Coach Natalie
    Coach Natalie Administrator, Moderator admin
    Thanks for confirming @Norm6257 -- I have updated this request accordingly. :blush:

    -Coach Natalie
  • 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
  • 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.
    Quicken Desktop user since 2014.
    New to Simplifi in 2021.