Ability to apply a Category Rule to each individual Rule for a Payee (edited)
Flopbot
Superuser, Beta Tester ✭✭✭✭✭
Greetings,
Under "Rules" I don't see a way to "Add a Category Rule" to each of these individual [If Payee Contains] fields. For example, when Simplifi downloads "Payment Thank You Web", I want it to apply my CC Payment category BUT when Simplifi downloads "Purchase Interest Charge", I want it to apply my CC Interest category. Regardless, I want them all to say "Chase".
Right now, with this setup, I'm not sure what it will categorize them as.
When I tried to add two separate rules for Chase it grouped them all together under one (1) rule.
If there is a way to do this, please share. If not, it's needed.
Under "Rules" I don't see a way to "Add a Category Rule" to each of these individual [If Payee Contains] fields. For example, when Simplifi downloads "Payment Thank You Web", I want it to apply my CC Payment category BUT when Simplifi downloads "Purchase Interest Charge", I want it to apply my CC Interest category. Regardless, I want them all to say "Chase".
Right now, with this setup, I'm not sure what it will categorize them as.
When I tried to add two separate rules for Chase it grouped them all together under one (1) rule.
If there is a way to do this, please share. If not, it's needed.
Chris
Spreadsheet user since forever.
Quicken Desktop user since 2014.
Quicken Simplifi user since 2021.
9
Comments
-
Hello @Flopbot,
Thanks for the feedback!
Upon testing this, I'm not finding a way to apply a separate Category Rule to each of the Payee Rules that have been created for one Payee, but I can definitely understand the need for this ability! With that being said, I have gone ahead and turned this into an Idea post and added my vote -- please be sure to add your vote as well!
-Coach Natalie-Coach Natalie
1 -
Hello All,
The Community Support Team reviews long-standing Idea posts for relevancy and current interest. This Idea seems to have fallen stagnant, and we would like to gauge the current level of interest in this request.
If you would like to see this Idea implemented, please add your vote and a comment explaining how this request would be beneficial for you. More details on voting for Idea posts can be found in our FAQ here.
Thank you,
Quicken Simplifi Community Support Team
-Coach Natalie
0
