Creating a Transaction Rule from Reports (edited)

andyqq99

Under reports, when I change a category, there doesn't appear to be a way to make that a rule anymore. Is this a known issue, product change, user error on my end, etc.? I would send a screenshot, but it includes PII.

Coach Jon

Hello @andyqq99,

Thanks for reaching out! We are not aware of this feature being available for the reports section within Quicken Simplifi, however, you can set up Category and Payee rules from your account register and the settings section as well. Here is a great support article explaining how to do that! https://help.simplifimoney.com/en/articles/4792733-how-to-use-transaction-rules

If you would like to create an idea post for the feature you mentioned, you may certainly do that as well. This way, other users could vote on the idea too!

https://community.simplifimoney.com/discussion/998/creating-and-voting-for-ideas-in-the-community

I hope this information helps,

Coach Jon