How to stop rule creation when changing category from transaction panel
Every time I change a category from the transaction panel, a new rule suggestion appears. It takes several clicks to cancel rule creation. At this point I have about all of the rules I need. For example, transactions from Amazon go into several different categories but there is no way a rule can decide which one applies.
I just want to change the category period. Is there a way to do this?
Best Answers
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"How do I stop Quicken Simplifi from suggesting a Transaction Rule every time I edit a transaction?
When editing transactions in Quicken Simplifi, you may be prompted to create a Category or Payee Rule each time. If you'd like to disable Quicken Simplifi from suggesting Transaction Rules, you can easily do so from the Category or Payee field of a transaction directly, whichever applies. In the Category and/or Payee field drop-down menus, you'll see a checkbox at the top to "Create a rule..." -- deselecting this will stop Quicken Simplifi from suggesting Transaction Rules!"Danny
Simplifi user since 01/22
”Budget: a mathematical confirmation of your suspicions.” ~A.A. Latimer1 -
Thanks @DannyB this works great for me, exactly what I wanted!
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This would be awesome!
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Thank you, I had not noticed that before you mentioned it.
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