Ability to select which past transactions a new Transactions Rule gets applied to (edited)

Norm6257

When changing a transaction rule the popup has a "Also set for existing transactions..." and a link to view the existing transactions that the rule will apply to.

When you View Transactions the list of existing transactions it displayed. I would like to have selection boxes next to the individual transactions so that it can be specified which transactions the update should apply to.  Right now it is and all or nothing option.

N4KHQ

You New Category Rule dialog is very misleading and creates problems for users. At the very least, instead of hitting the X at the top right to enter the category for just the selected transition there should be a button saying For Selected Transaction Only. The Create button should say Create Rule for X number of transactions. You should probably add an Are you Sure. This would be so easy to fix.

DannyB

OK, busted… again… didn't do my due diligence and to search for this idea before posting a new feature request.

So, yeah, the above.

Another possible improvement for the rule creation process is to make existing transactions, if any, selectable instead of the current all or nothing set up.

I don't want the rule I'm working on to affect all of these transactions, but I have no way to tell Simplifi which to include and which to exclude.

If/when editing or creating a rule and multiple instances of possible transactions to apply the rule to are found, I may not want to include all the listed transactions affected and would like to be able to select which existing transactions to apply the rule to.

Adding the ability to select/deselect transactions would be useful.