New Feature Alert: Advanced Transaction Rules!

We’ve upgraded how Transaction Rules work in Quicken Simplifi! Read on to learn what’s new and improved.

What's New?

We’ve added more flexibility and control to Transaction Rules with new IF and THEN conditions — now available to 20% of Early Access users on both the Web and Mobile Apps. These updates will continue rolling out to more Early Access users over the coming weeks, so keep an eye out!

New “IF” Conditions:

• In addition to Payee, you can now have Quicken Simplifi look for:
  • Amount
  • Account

New “THEN” Conditions:

• Along with Category and Payee changes, you can now apply rules that automatically:
  • Add Tags
  • Add Notes
  • Exclude a transaction from the Spending Plan and/or Reports
  • Mark as Reviewed or Not Reviewed

Other Updates to Know

• Web App: The option to create a rule directly from the Payee or Category fields of a transaction has been removed. Instead, use the new “Create Rule” option from the three-dot menu on a transaction or in the Transaction Detail view.
• Mobile App: For now, you can’t create rules directly from transactions. We’re exploring ways to bring this back in a future update.
• Bonus Tip: You can now preview past transactions a rule will apply to — this enhancement was added back in August!

We’d love to hear what you think of these changes — share your feedback in our Community discussion post!