More Rules

housetr · June 16

Last year, it was posted that more rules for transactions would be coming in the next year. Any idea when this is going to happen? I really need the ability to set rules and categorize based on account name, amount, etc.

Coach Natalie · June 16

@housetr, thanks for posting your inquiry to the Community!

For Transaction Rules based on Amounts and Accounts, please follow along with our existing Idea post here:

https://community.simplifimoney.com/discussion/1340/ability-to-create-transaction-rules-for-amounts-and-accounts-edited-7-merged-vote

As soon as we have any news to share on this ability, we will update the Idea post accordingly. There is no news to share at this time.

I hope this helps!

housetr · June 17

yeah, looks like this has been in talks for at least four years… Likely it will never happen.

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