Ability to use Transaction Rules/Quickfill for manual transactions (edited)

When entering a manual transaction and picking a saved Payee, please also bring in the memorized transaction category for that payee.

Hi Natalie,

It's something like the idea you referenced, but not quite the same.  That idea says that the "last" category used should be the default for new transactions.

What I'm requesting is this:  If there is a category rule defined for a payee.  For example, "ATT" has a category rule to assign "Cell phone".  Then, if I create a manual transaction and enter the payee "ATT" then the category should automatically be entered as "Cell phone".  Right now, if I have that type of scenario, the category just gets defaulted to "uncategorized" even if I have a category rule defined.

Does that make sense?

I prefer to enter transactions manually as that is what I am used to doing and find it easier.  I am annoyed by not being able to save the expense category, or at least, have an expense category presented if I choose not to use the assigned category.

Hi. This is not a new idea particularly on your site. But I feel I can present it in a different way. I would like to request that the Simplifi Development Team add the feature to create and maintain Manual Entry Payee and Category Rules. I believe this feature will be used my a large portion of your Users and be able to draw in more Users that are currently using other Apps and Software.

Manual Entry is a preferred method for myself, and I am sure many others, because I check and maintain my finances on a daily and per transaction basis. So when I purchase something I like my account to reflect the expense or income immediately. Unfortunately banking apps, even when synced immediately, do not always reflect same day transactions. There are also accounts and financial institutions that do not connect with your software as of today. To me, this is a strong reason to add this feature to both the mobile and web apps.

The way these features would work is that once a Rule is created, you will be able to select a Payee from a selection menu when you are entering the Payee name. For Example: I make two purchases from Amazon. One is a gift. The other is a new item for my household. So, assuming I had already created the corresponding Manual Entry Payee and Category Rules, when I am creating my new Manual Transaction and begin entering the Payees name, a drop down menu with the Payees that have Manual Entry Rules associated with them display.

Steps: 1.) I have already created or imported my Manual Payee and Category Rules. 2.) I select the "+" icon to add a new transaction. 3.) I enter the transaction amount and date. 4.) I begin entering the Payee name. Back to the example. I have typed in "Amaz". 5.) A drop down menu appears displaying the Manual Entry Rules I have created: "1. Amazon - Gifts, 2. Amazon - Household, 3. Amazon - Pets, ...". 6.) I select an already made Manual Entry Rule or I enter a the same Payee name, but select a different Category best organizing this transaction.

This is somewhat similar to the Downloaded Entry Payee Rules, except instead if automatically assigning a Payee name and/or Category, the User can select the Rule they want to used based on the Payee name they are entering.