Ability to apply a Category Rule to each individual Rule for a Payee (edited)
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Flopbot
Superuser ✭✭✭✭✭
Greetings,
Under "Rules" I don't see a way to "Add a Category Rule" to each of these individual [If Payee Contains] fields. For example, when Simplifi downloads "Payment Thank You Web", I want it to apply my CC Payment category BUT when Simplifi downloads "Purchase Interest Charge", I want it to apply my CC Interest category. Regardless, I want them all to say "Chase".
Right now, with this setup, I'm not sure what it will categorize them as.
When I tried to add two separate rules for Chase it grouped them all together under one (1) rule.
If there is a way to do this, please share. If not, it's needed.
Under "Rules" I don't see a way to "Add a Category Rule" to each of these individual [If Payee Contains] fields. For example, when Simplifi downloads "Payment Thank You Web", I want it to apply my CC Payment category BUT when Simplifi downloads "Purchase Interest Charge", I want it to apply my CC Interest category. Regardless, I want them all to say "Chase".
Right now, with this setup, I'm not sure what it will categorize them as.
When I tried to add two separate rules for Chase it grouped them all together under one (1) rule.
If there is a way to do this, please share. If not, it's needed.
Chris
Quicken Desktop user since 2014.
New to Simplifi in 2021.
Quicken Desktop user since 2014.
New to Simplifi in 2021.
8
Comments
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Hello @Flopbot,
Thanks for the feedback!
Upon testing this, I'm not finding a way to apply a separate Category Rule to each of the Payee Rules that have been created for one Payee, but I can definitely understand the need for this ability! With that being said, I have gone ahead and turned this into an Idea post and added my vote -- please be sure to add your vote as well!
-Coach Natalie1
