Enable rules to only apply to a particular account?

dachtler

I would like the ability to configure rules to only apply to a single account or a subset of accounts. For example, for transactions with the payee "Mobile Deposit", if that is in my business checking account, I'd like it to be categorized as "Business Income", but if that's in my personal checking account, I'd like it to be categorized as "Personal Income". More generally, having more than one set of defining criteria for a rule would be very helpful.

Flopbot

@dachtler

If you want Simplifi to consider this for inclusion, then you’ll want to recreate it as an Idea Post. That way, other forum users can vote on it. Before creating Idea Posts however, always make sure to check first just to make sure your not just making extra work/clutter in the forum.

dachtler

Thanks, Flopbot. I just found a similar post in Feature Requests and upvoted it.

Coach Natalie

For any other users looking for the existing Idea post, it's available here:

https://community.simplifimoney.com/discussion/1340/ability-to-create-transaction-rules-for-amounts-and-accounts-edited-7-merged-vote

-Coach Natalie