Expand Rule functionality: Category by account and payee "contains"
I have two enhancement requests for the rule functionality:
- I have many payees who change the payee name every time (by adding transaction # to payee name). Can you please update the rule for payee to be either "Contains", "Begins with", or "Equal to"? Today it only supports "Equal To".
- I have a credit card I use only for work. I would like to apply a category to any purchases made with that card.
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Comments
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Feature requests are in progress for your items. Check them out.
- Payee with wild cards
2. Create a rule by account
Simplifi User Since Nov 2023
Minter 2014-2023
Questionable Excel before 2014 to present
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