Do you reconcile with Simplifi? We want your input! Please give us your opinion in this survey here!

Advanced Payee renaming rule

Theo Member

I get a lot of transactions from Venmo and the payee shows as Venmo.  Does anyone know if there is a way perhaps with advanced rules to rename the payee from "Venmo" to something else based on the transaction amount.  Also change the category?  I could not find a way to do it but I am wondering if anyone has.

Best Answer

This discussion has been closed.