Limited Transaction Categorizing Rule

MM123

I believe that Simplifi would benefit from increased flexibility in categorizing rules, which would allow for greater automation. Currently, if I want to categorize all Geico transactions as insurance bills, I have to complete two steps. First, I must create a transaction rename rule to make all transactions appear EXACTLY the same and then select that transaction to create a category rule.

It would be useful to create rules based on the amount (or range of amounts) and the account combinations. For example, all Zelle transactions under $50 posted to a specific account should be categorized as Shared Groceries, while Zelle transactions of $4500 should be categorized as House Rent. Another example is I have no way to create a rule for all transactions in a certain account, say DC FSA account to be categorized as transfer or to be hidden from spend plan reports.

I believe that improving the automation of categorization would significantly enhance Simplifi's usefulness as a tool for tracking expenses and organizing finances.

Coach Kristina

Hello @MM123,

Thank you for coming to the Community to share your feedback! While this feature isn't currently in Quicken Simplifi, there are a couple similar requests people have posted. Please review them and add your vote!

https://community.simplifimoney.com/discussion/2880/add-an-or-condition-and-a-dollar-range-to-transaction-rules-edited

https://community.simplifimoney.com/discussion/2020/ability-to-apply-a-category-rule-to-each-individual-rule-for-a-payee-edited

If neither of these matches what you're looking for, then please feel free to create a new Idea request. For instructions on creating an Idea, click here. Ideas that get enough votes may be implemented in the future!

Thank you!