Adding custom rules for categorizing transactions

Sourabh

The current feature of Auto Categorizing transactions works only on the basis of the account and the description of the transaction. So, let's say I have 2 different recurring transactions from the same institution, one for $50 for my home insurance premium and the other for $200 for car insurance, its currently not possible to auto categorize these transactions. If I choose the $50 transaction, it changes the category of the $200 one as well. In sum, there must be a feature to assign categories based on not just the payee and the description but also on other parameters such as amount, type, date, etc.

Coach Jon

Hello @Sourabh,

Thanks for reaching out to the community! We do have a wonderful idea post that lines up with what you want out of Quicken Simplifi here that you can vote for and follow:

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

Thanks,

Coach Jon