create rule based on transaction action

dcohen92 Member

April 16 edited April 16 in Feedback

I'd like to assign all transactions with the words "payment/deposit" in the action column to a specific category. Rules should allow assignment of category based on action type.

Tagged:

• Transaction Rules

0

Comments

• 

  Coach Jon Moderator admin

  April 16

  Hello @dcohen92,

  Thanks for reaching out! We have a great idea post regarding this topic that you can vote for and follow for updates here:

  https://community.simplifimoney.com/discussion/5051/memorize-investment-transactions-transaction-rules-for-investment-transactions-edited

  I hope this helps!

  -Coach Jon

  0