Transaction Rules

Discussion List

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  "Payees and Rules" need advanced feature to create rules using specific words

  a7790 10 views 1 comment 0 points Most recent by Coach Natalie 8:34PMManaging Your Transactions
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  Ability to Create Transaction Rules for Amounts and Accounts [edited] (7 Merged Vote)

  In Review Luis 521 views 29 comments 72 points Most recent by Mbeitler1 May 14Feature Requests
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  28

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  Transaction Rules for Tags [edited] (2 Merged Votes)

  Active TGP 259 views 10 comments 28 points Most recent by ghorton March 19Feature Requests
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  15

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  Uncheck "Apply/Set for Past/Existing Transactions" prompt by default [edited] (6 Merged Votes)

  Active timmyc123 73 views 17 comments 15 points Most recent by Steve Grenon March 17Feature Requests
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  When are transaction rules triggered?

  Closed Diana43 49 views 7 comments 0 points Most recent by Diana43 March 4Report a Bug
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  Merged: Ability to create Tag rules

  drlegran 11 views 0 comments 2 points Started by drlegran March 4 Feature Requests
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  Ability to Split Categories in Category Rules (edited)

  Active Flopbot 33 views 3 comments 9 points Most recent by Semicolon February 20Feature Requests
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  Merged: Add "account" attribute to transaction rule

  Adamt 1 view 0 comments 1 point Started by Adamt February 14 Feature Requests
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  10

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  Transaction Rules for automatically ignoring/including transactions [edited] (1 Merged Vote)

  Active HSC 116 views 2 comments 10 points Most recent by cb77 January 15Feature Requests
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  Merged: Rule to automatically ignore certain transactions

  cb77 1 view 0 comments 2 points Started by cb77 January 15 Feature Requests
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  Merged: Batch Visibility Management Ability

  JeffusTheBaker 1 view 0 comments 1 point Started by JeffusTheBaker January 6 Feature Requests
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  6

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

  Active SamM 59 views 7 comments 6 points Most recent by Flopbot November 2022Feature Requests
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  -2

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  Setup Transaction Rules to mirror the microservices offered by Qapital, Acorn, etc. (edited)

  Active TommyMac 35 views 3 comments -2 points Most recent by CoreyBarger October 2022Feature Requests
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  Payee Rename Rule not working properly

  Closed doman412 103 views 9 comments 0 points Most recent by Kanda October 2022Report a Bug
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  Ability to view/apply Simplifi's renaming logic in addition to user-created Payee Rules (edited)

  Active Kanda 25 views 2 comments 1 point Most recent by Kanda October 2022Feature Requests
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  Merged: Add option to specify Account when creating Rules

  ArthurD 1 view 0 comments 1 point Started by ArthurD October 2022 Feature Requests
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  Category identification for big box stores

  Closed Skater 24 views 2 comments 0 points Most recent by Coach Natalie September 2022Feedback
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  Automatically categorize or tag certain transactions as work expense?

  Answered ✓ Closed sanford78 40 views 2 comments 0 points Most recent by Coach Natalie September 2022Managing Your Transactions
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  Merged: Category identification for big box stores

  Skater 1 view 0 comments 1 point Started by Skater September 2022 Feature Requests
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  Category Rules not working for manually entered transactions

  Answered ✓ Closed GRTJ 21 views 3 comments 0 points Most recent by GRTJ August 2022Managing Your Transactions
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  Payee rename rules ignore "Appears on statement"

  Closed randominseattle 45 views 8 comments 0 points Most recent by Coach Natalie August 2022Report a Bug
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  Why does the Simplifi app cut off long characters? I can't make the correct rule when it does.

  Closed jlmess77 36 views 4 comments 0 points Most recent by jlmess77 July 2022Managing Your Transactions
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  Payee Name wild cards for Payee Rules [edited] (1 Merged Vote)

  Active Simon Jemani 109 views 2 comments 6 points Most recent by ghorton July 2022Feature Requests
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  Merged: Allow wildcards when setting up Rules

  ghorton 1 view 0 comments 1 point Started by ghorton July 2022 Feature Requests
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  #TipTuesday: Using Transaction Rules

  Closed Coach Nicole 344 views 7 comments 4 points Most recent by DannyB May 2022Managing Your Transactions
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  Advanced Payee renaming rule

  Answered ✓ Closed Theo 35 views 1 comment 0 points Most recent by Coach Natalie April 2022Managing Your Transactions
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  Payee Rules IGNORED

  Closed kevlar68 14 views 1 comment 0 points Most recent by Coach Natalie April 2022Report a Bug
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  Payee arrives oversimplified which breaks rename rules - wal-mart

  Closed bdub52 24 views 9 comments 1 point Most recent by Coach Natalie April 2022Managing Your Transactions
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  Merged: Ability to apply Category Rules to manual transactions (edited)

  Norm6257 11 views 0 comments 1 point Started by Norm6257 April 2022 Feature Requests
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  How do I get Simplifi to stop asking me if I want to make a new category rule? (edited)

  Answered ✓ Closed TPnSF 106 views 3 comments 0 points Most recent by Coach Natalie April 2022Managing Your Transactions