Rules to add tags

Bill_B · September 28

I am a recent convert from Q Classic to Simplifi. I see this discussion about giving rules the ability to add a tag was started in 2019 and closed in 2024.

Is the suggestion dead? It is very much needed. Maybe there is a work around or something I don't know about (a long list…)

Coach Kristina · September 28

Hello @Bill_B,

Thank you for reaching out! If you are referring to the suggestion linked below, it is not dead:

https://community.simplifimoney.com/discussion/104/transaction-rules-for-tags-edited-2-merged-votes

The current status shows that it is "In Progress", which means that our teams are working to add that functionality. Unfortunately, our teams do not provide ETAs, but any updates, once available, will be posted to that suggestion, so you may find it helpful to bookmark it.

I hope this helps!

Rules to add tags

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