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Ability to view/apply Simplifi's renaming logic in addition to user-created Payee Rules (edited)

Kanda

[removed - inaccurate]. This can create confusion and frustration when the automatic-renaming is poor - [removed - inaccurate].

Instead, on first match, Simplifi should alert the user and present its renaming rule as a "suggested rule" that can be accepted by the user.

If accepted by the user it is placed alongside the user-created rules for later editing or removal. If rejected, Simplifi should use the payee as retrieved from the financial institution, without modification.

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Feature Request

Transaction Rules

Status: Active

Comments

Coach Natalie

Hello @Kanda,

Thanks for posting your suggestion to the Community!

I just wanted to clarify that Simplifi uses the "Appears on your statement as..." info to apply Payee Rules to downloaded transactions. This is the info that is provided by the bank, not the renaming logic that Simplifi uses. If you have a Payee Rule setup with certain keywords, Simplifi will look for those in the "Appears on your statement as..." info, and then apply the Payee Rule instead of using renaming logic. With that said, I have gone ahead and edited your post above to remove areas of inaccuracy.

If you're seeing behavior outside of what I've described here, I'd suggest creating a bug report post to outline the issue and provide specific examples so we can take a closer look.

-Coach Natalie

Kanda

Thanks Natalie, it looks my interpretation of what I saw was incorrect! I'll see if I can reproduce what was frustrating me and will write it up if I can.

Coach Natalie

Hello All,

This Idea seems to have fallen stagnant, and due to the age of the request and lack of user votes/comments, will be archived within the next 10 business days.

If you would like to see this Idea kept alive and considered for possible future implementation in Quicken Simplifi, please be sure to add your vote and a comment explaining how this request would be beneficial for you. More details on voting for Idea posts can be found in our FAQ here.

Thank you,

Quicken Simplifi Community Support Team