Account Specific Category Rules

MM123 · July 15

Enhancement in Category Rules

there should be a way to specify which all accounts a category rule should apply to?

Target on my credit card should be categorized as shopping/clothing
But Target fund on my 401K should be categorized as Investment Transaction.

Coach Natalie · July 15

@MM123, thanks for sharing your feedback with the Community!

Although account-specific Transaction Rules are not currently available in Quicken Simplifi, this is an enhancement that's underway. The following Idea post can be followed for updates!

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

Account Specific Category Rules

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