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Remove restrictions when creating Payee Rules, such as the 3-character limit (edited)

George Sullins

Please remove renaming restrictions. Currently 3 characters are required and spaces and special characters are not allowed. These restriction make no sense. One should be able to use anything they want to establish a rule. Users are capable of determining the efficacy of their rules themselves. I have several payees that use two character names and some that have special characters. The following is an example of a two character name:
WF PL CC PAYMENT 240109 XXXXXXXX059240
"PAYMENT" alone is not unique and the remainder varies per payment.
Three two character qualifiers would be nice, e.g. wf pl cc, or one enclosed in quotes, e.g. "wf pl cc"

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Transaction Rules

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Comments

Mike B

The current tool to create a renaming rule does not allow you too enter a phrase or punctuation as when you enter a space or punctuation it creates seperate tags and makes it impossible to create accurate rules. Need the ability to enter a phrase or a phrase in quotes.

Flopbot

I’ll vote for this mainly to say that I’d love to see Simplifi work with special characters, not so much the 3-character limit. Honestly, I’ve actually never noticed that there was a 3-character limit.

However, Simplifi’s rules don’t accommodate any business using Square POS software due to the “ * “ asterisk. Here’s one of my payees…

And here’s the rule I’d like to use. However, I can’t use the asterisk in the “If the statement name contains:” box so the remaining rule doesn’t work.

UrsulaA

If you tab after entering two characters, the rule works. The word just appears automatically as a rule word if it had more than 3 characters.

Update: If one wants to create a rule with a two character word, the system gives an error. Another string with more than 3 characters are needed for the rule to work. I upvoted this item.

@Flopbot try using eclectic as the last word of the rule if you have not done so. The screenshot is missing the last C. Maybe the screenshot is cut off.

Also, I will love to be able to make rules using special characters. Those are a challenge as I saw special characters messing with Simplifi renaming logic prior to rules being applied on another thread.

Screenshots_2024-01-28-08-14-25.png

ajbopp

I upvoted this as well. I have a weekly bill that shows up as "Tst* Bricksi" and some other things. I would love to be able to create that single string as a rule. I've had upredictable results with a rule that is "Tst" and "Bricksi"

George Sullins

Sounds like I'm not the only one looking for an enhancement to renaming rules. Thanks for the upvoting. Hopefully we'll get something.
New to Simplifi. Couldn't do Credit Karma, it was awful. No idea what they were thinking. Quicken user for 16 years, Mint for 5 years.

bling

like many i also feel the current implemention of rules to be extremely limiting. however, in you case, you should be able to do something like this:

it's not as good as being able to enter "wf pl cc" directly, but this should be sufficiently unique enough.

another thing i've noticed is that these things don't have to match full words. e.g. "pl" will match "place".

spamwich

Please allow users to match transactions using exactly one character.

khad

Ran into this same problem, and I am certain it's a regression. I am seeing transactions renamed incorrectly now because of this bug when they were not previously. For example, "Cena Vegan" was just renamed "My Vegan" because the "my" is now being ignored in my rule that renames "My Vegan". We eat there almost every week. This misnaming because the two-letter word "my" is being ignored is a regression.

I am curious what in the world happens with the "wf pl cc" rule as suggested above. Is it working for you?

I understand not allowing a rule with two characters, but the rules have many more characters. It just happens that one of the words in the entire multi-character, multi-word rule is two characters, and the two-letter words are being silently ignored.

I gave a couple examples in another thread. (Maybe mods want to merge them?)

https://community.simplifimoney.com/discussion/14295/two-letter-words-appear-to-be-ignored-in-rules

zbsh

Going to upvote this. Critically, there are some payees on my bills which are only two characters. It is currently impossible to make rules for them, I have to always manually specify.