Categories Rules Apply to Past Transactions is broken (edited)

staz

Steps to reproduce:

1. I find an uncategorized transaction
2. add a rule
3. there is a checkbox that says "found 3 more transactions with this title etc…" I keep it selected
4. Create Rule
5. Apply

The other transactions that I said I wanted this rule to apply to are still Uncategorized

• I refreshed The page
• tried again
• every time I end up doing them all manually one by one

I also saw a pop-up saying rule created and I see the rule and still I find the same things uncategorized, I even checked if the Titles are slightly different and they are not.

It also says there is chat support I can't find it. thanks tell your UX team

Coach Jon

Hello @staz,

Thanks for reaching out! This is currently a known issue we are seeing. You can follow the alert here for updates going forward!

https://community.simplifimoney.com/discussion/8196/ongoing-3-4-24-transaction-rules-are-not-being-applied-to-past-transactions

Thanks,

Coach Jon

StefanoG

This has been ongoing since March - I can't imagine a team of developers not being able to solve such a simple issue like this. This makes using Simplifi terrible for new users that need to categorize all the past transactions correctly. Any updates on this? Is there a Senior or more experienced person looking into this?

Coach Jon

Hello @StefanoG,

Thanks for the reply. We will post any updates we receive from our team as we receive them to that alert I posted prior. I can definitely understand your frustration, and we do appreciate your patience!

-Coach Jon