Make Tags automated

Clayton.eidson

I use my Quicken to organized for taxes but also as an overview every month to know how much has come in and know what is personal and business. I would like there to be a rule where things get tagged automatically based on the account of personal and business. Because I have cards specially for each type of transaction.

Coach Jon

Hello @Clayton.eidson,

Thanks for reaching out! We do have a great idea post you may vote for and follow below that aligns with what you are asking for here.

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

Thanks,

Coach Jon