Categorize account automatically

jpittenger

Absolutely everything on my husband’s corporate card ought to be put in my “Expensed” category. Occasionally there are things on other cards, too, but every charge on that card should go in that category so it doesn’t intermingle with our person expenses. Is there any way to do that?
Some charges I can make Rules for, but most are not recurring as it’s almost all travel expenses. So constantly different restaurants, gas stations, hotels, etc.

UrsulaA

You can go to the account's transaction list and select transactions needed. Then you can make "Expensed" the category for all.

There is not a way to make one automated rule for this. Also, credit card payments should probably remain as transfers from the source account or as credit card payment.

There are some feature requests asking for rule updates, check them out.

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

https://community.simplifimoney.com/discussion/104/transaction-rules-for-tags-edited-2-merged-votes