Mobile App: Bring back the ability to create Transaction Rules directly from a transaction (edited)

david42960
david42960 Member
edited October 6 in Feature Requests

please bring back the ability to create a rule from the transaction on the mobile app. Removing the check box and this functionality is extremely inconvenient and should be part of Simplifi

15 votes

Active · Last Updated

Comments

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin

    @david42960, thanks for sharing your feedback with the Community!

    I have turned this into an Idea post so other users can vote for it and our product team can review it. Our FAQ here has more details on Idea posts here in the Community:

    I hope this helps!

    -Coach Natalie

  • 1280x720
    1280x720 Member

    Is this really an "IDEA"?
    This functionality was working before, and now it is not.
    This should be categorized as a BUG!

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin

    @1280x720, this ability was intentionally removed, so no, it is not a bug.

    Thanks for adding your vote here!

    -Coach Natalie

  • 1280x720
    1280x720 Member

    Where was this change documented? Can you please provide the reasoning of why this ability was intentionally removed? This impacts my ability to effectively use the product.

  • DryHeat
    DryHeat Superuser ✭✭✭✭

    @1280x720

    "Where was this change documented?"

    I can't provide the reasoning, but the change was documented here:

    DryHeat
    -Quicken Classic (1990-2020), CountAbout (2021-2024), Simplifi (2025-…)

  • 1280x720
    1280x720 Member

    How can this be concern be escalated? Do I need to submit an official ticket?

  • Saver89
    Saver89 Member

    I think I just voted for this. It’s terrible that the company would remove such an important feature without asking its users if that is ok. It’s so hard to create rules without the title of the transaction in front of you like you used to be able to.

  • I also voted to bring the functionality back, it is required for me to continue using Simplifi. I don't see a response to @1280x720 on how to escalate the issue. Extremely annoying.

  • If this doesn't come back quick I will give up on this product. Categorizing transactions is 90% of what I use this product for, without this none of the other features is useful. Creating a rule to apply to all transactions from a single one in the transactions view is the only practical way to do this efficiently.

  • AGC
    AGC Member

    This was a huge loss, please bring it back!

  • I agree this functionality needs to be brought back ASAP! It takes too long to go between the settings and the transactions every time you want to create a rule and it takes significantly longer since nothing is automatically filled in for you. This is not an inexpensive app and I just can’t understand why functionality would be removed without at least an explanation.