Transaction rules

amhopi

Hi,

Your transaction rules could also include the tag. Also transaction rules could be for individual accounts, not for every account. A deposit can come from the same place into two different accounts, and can have two different rules, rather then be forced to have the same rule. If you are using different accounts for different things, ie personal and business, this makes the majority of rules worthless.

Coach Natalie

@amhopi, thanks for posting your suggestions to the Community!

I went ahead and moved this out of Feature Requests, as you want to include just one suggestion per Idea post in accordance with our guidelines here:

https://community.simplifimoney.com/discussion/998/creating-and-voting-for-ideas-in-the-community

With that, however, it sounds like both items you mentioned already have an existing request that you can vote on and follow for updates:

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

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

I hope this helps!

-Coach Natalie