Fuzzy match for spending rules

Alex C

Hi - is there a way to edit rule categorization to include "fuzzy match" instead of exact match? For example "Chipotle #2310" should be in the same spending category with "Chipotle" or "Chipotle #4875"?

Thanks!

Alex C

I found a related feature under Settings —> Payees and Rules, where one can add a "rename rule". I played a bit with obvious ones liek "Costco" or "Starbucks", will see if the updates work with future expenses.

UrsulaA

There is a feature request open for this feature. Check it out! It has 46 votes.

https://community.simplifimoney.com/discussion/3483/payee-name-wild-cards-for-transaction-rules-edited-1-merged-vote