Transaction Rules

Discussion List

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  Looking to automate some transaction classifications based on the owner or last 4 (edited)

  Answered ByJam 19 views 1 comment 0 points Most recent by Coach Jon July 13Managing Your Transactions
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  Mobile App: Bring back the ability to create Transaction Rules directly from a transaction (edited)

  david42960 643 views 31 comments 57 points Most recent by woodsman July 8Feature Requests
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  Add Rules widget to Transaction Detail page

  GeeEmm 38 views 2 comments 1 point Most recent by 1280x720 July 7Feedback
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  How to manage historic transactions pulled in from linked accounts as a new user? (edited)

  Answered ✓ FrameAndFinance 68 views 3 comments 0 points Most recent by Coach Jon June 25Getting Started
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  Rules not reliably applying to existing transactions (Payee/Category)

  dfmarcus03 49 views 4 comments 1 point Most recent by Coach Jon June 22Troubleshooting
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  Add an automatic "Create Rule" prompt when editing transactions (edited)

  RobertoT 38 views 1 comment 1 point Most recent by Coach Natalie June 15Feature Requests
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  How can I match transaction rules using partial words?

  Closed bobbiesmith 221 views 26 comments 0 points Most recent by bobbiesmith June 6Managing Your Transactions
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  Icon to indicate that a transaction was categorized by a Rule (edited)

  Active ejr 57 views 1 comment 9 points Most recent by Micky1701 June 4Feature Requests
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  Check boxes for Categories, Tags, Rules to delete multiple items at once (edited)

  Closed Micky1701 27 views 1 comment 1 point Most recent by Coach Natalie June 4Managing Your Transactions
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  Renaming electronic payments (Apple Pay, Toast, Square, etc)

  Closed 1280x720 37 views 1 comment 0 points Most recent by SRC54 June 2Managing Your Transactions
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  Import transactions from CSV no longer triggering Rules

  Bernardo 391 views 30 comments 0 points Most recent by Heros K2 May 28Report a Bug
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  Transaction Rule to trim template text from Payee Names (edited)

  Active randy-sk 48 views 2 comments 5 points Most recent by AndyM! AndyM! May 23Feature Requests
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  Issues with transactions, recurring, rules, connectivity, and tracking credit card payments (edited)

  Closed Ter1990 43 views 1 comment 0 points Most recent by Coach Jon May 19Feedback
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  Rules and Transfers?

  Closed lyr-finance 36 views 1 comment 0 points Most recent by Coach Natalie May 11Managing Your Transactions
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  Rules aren’t applying to transaction

  Closed hangingchad 41 views 1 comment 0 points Most recent by Coach Natalie May 4Troubleshooting
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  Rules not working

  Closed lynchbro 48 views 4 comments 0 points Most recent by lynchbro May 2Troubleshooting
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  Allow users to specify the order in which Transaction Rules are applied (edited)

  Active DryHeat 69 views 4 comments 15 points Most recent by sbennet1 April 30Feature Requests
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  "Apply rule to existing transactions" is not working

  Closed cyberstackn 239 views 8 comments 1 point Most recent by Coach Natalie April 30Troubleshooting
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  Ability to use Transaction Rules/Quickfill for manual transactions (edited)

  Active SamM 456 views 18 comments 24 points Most recent by EL1234 April 28Feature Requests
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  3 char min for rules

  Closed Steve86 26 views 3 comments 0 points Most recent by Coach Kristina April 25Managing Your Transactions
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  Feedback and suggestions for Simplifi from a new user (multiple features)

  Closed leogibson 42 views 3 comments 0 points Most recent by EL1234 April 21Feedback
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  create rule based on transaction action

  Closed dcohen92 13 views 1 comment 0 points Most recent by Coach Jon April 16Feedback
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  Splitting Transactions between 2 companies and personal via rules? (edited)

  Closed Jodi Birston 22 views 2 comments 0 points Most recent by EL1234 April 16Managing Your Transactions
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  iOS transaction rules - ability to create a rule from a transaction (edited)

  Closed MrCash55 39 views 1 comment 0 points Most recent by Coach Natalie April 14Managing Your Transactions
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  Payee Name wild cards for Transaction Rules [edited] (1 Merged Vote)

  Active Simon Jemani 1.3K views 16 comments 61 points Most recent by sbennet1 April 13Feature Requests
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  Can't create a category rule from a transaction (edited)

  Closed wavehowie 27 views 1 comment 0 points Most recent by Coach Natalie April 8Managing Your Transactions
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  In a transaction rule, I can't change the contains values

  Closed James-0401 84 views 13 comments 0 points Most recent by James-0401 April 3Troubleshooting
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  Ability to Bulk Merge/Edit/Delete Payee & Category Rules (edited)

  Active jsy42 64 views 1 comment 5 points Most recent by Micky1701 March 24Feature Requests
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  Deleting multiple tags, rules, etc.

  Closed Micky1701 26 views 1 comment 1 point Most recent by Coach Jon March 24Feedback
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  Bug - transactionRules pasting payee name removes last word

  Closed Randy1234 67 views 7 comments 0 points Most recent by Coach Natalie March 18Report a Bug