Ability to Have More Features When Creating Rules

Clarinetmast

Right now, the only thing you can do with rules is assign which category the transaction and future ones go, or to rename the Payee. I would like to see the feature to enable other features in rules such as "Exclude from:" or "Recurring", etc. Example: if it comes from "X", then "Put into Y Category", "set as Recurring" and "Exclude"

Flopbot

@Clarinetmast

Check out this other Idea Post with 220+ votes. Is it basically what you’re looking for? If so, a coach can merge this Idea Post with that one and it will have 221+ votes!

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

Coach Jon

Hello @Clarinetmast,

Thanks for your post! In addition to the idea post presented by @Flopbot, I would have you check out this idea post as well:

https://community.simplifimoney.com/discussion/938/transaction-rules-for-automatically-excluding-including-transactions-edited-1-merged-vote

Thanks,

Coach Jon