Add an automatic "Create Rule" prompt when editing transactions (edited)
When editing a transaction and changing its category or making other key change, Simplify should ask whether I want to create a rule.
Comments
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@RobertoT, thanks for posting your suggestion to the Community!
I have turned this into an Idea post so other users can vote for it and our product team can review it. For more details on how Idea posts work here in the Community, please see our FAQ:
With that, I do also want to take the opportunity to share how you can currently create transaction rules directly from a transaction on the Quicken Simplifi web app. Our support article here has the step-by-step process to do so:
And since the Quicken Simplifi mobile app doesn't allow rule creation from transactions, we also have this existing Idea post that you may be interested in:
I hope this helps!
-Coach Natalie
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