Category changes to past transactions when creating a Transaction Rule (edited)

Silas
Silas Member
edited May 6 in Report a Bug

When I change the Category of an item in Transactions, and tell it to "set for existing transactions using different categories", it doesn't actually affect the others. So, I have to manually change it for each and every instance of that transaction through the Transactions list.

I saw an earlier post, where the "solution" was to "be sure to click on the save button", but there is not save button, only a Create button, and it only seems to save the one instance (despite the checkbox being selected). This is the "New category rule" dialog box.

I cannot be the only person experiencing this.

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Comments

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin

    @Silas, thanks for bringing this to our attention!

    We were able to reproduce this from our end and have gotten it escalated. We'll be sure to let you know when we receive an update on the escalation.

    -Coach Natalie

    SIMPL-20004

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin

    Hello to anyone experiencing this issue! We created an Alert for this that can now be followed for updates:

    https://community.simplifimoney.com/discussion/8196/new-3-4-23-transaction-rules-are-not-being-applied-to-past-transactions

    Thanks!

    -Coach Natalie

  • UrsulaA
    UrsulaA Superuser ✭✭✭✭

    Thanks @Silas for reporting this. I noticed it over the weekend as well, thought I may have missed the box or something. Turns out it is a bug being worked on.

    Simplifi User Since Nov 2023

    Minter 2014-2023

    Questionable Excel before 2014 to present

  • Surferdude
    Surferdude Member

    I am still experiencing this. Previous transactions do not update. Is this going to be fixed or is this just the way the software is?

  • Coach Kristina
    Coach Kristina Moderator admin

    Hello @Surferdude,

    It is a known issue that is being worked on. To track the status of this issue, please bookmark this Community Alert. If you don't see the bookmark icon, please make sure you're signed into the Community.

    Thank you!

    -Coach Kristina

  • Nerdy Beast
    Nerdy Beast Member

    I too have the same issue. it looks like this was "noted" as a bug, and "escalated" back in March, and it's now April 6th. No progress as it's still broken. I also note that every time you do the category change, the "rule" is seemingly re-created even though it already exists.

    Since I know it's a bug, and rule is there, I presume that new ones should be right, and I can fix old once it's fixed. I am just finally trying to get all caught up with Simplifi after fully bailing on Quicken Desktop because of the laggy buggy interface (even with a brand new data file). So I'm several months behind in categorizing transactions.

    I feel there are other issues with Simplifi, but good to know this one is in the cycle…

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