Discussion List

• 
  269
  Ability to Create Transaction Rules for Amounts and Accounts [edited] (7 Merged Vote)

  In Progress Luis 4.3K views 136 comments 269 points Most recent by geekcred April 27Feature Requests
• 
  Transfer renaming rules

  nosinbro 34 views 4 comments 0 points Most recent by DryHeat April 15Troubleshooting
• 
  2

  Up Down
  Ability to view/apply Simplifi's renaming logic in addition to user-created Payee Rules (edited)

  Active Kanda 65 views 3 comments 2 points Most recent by Coach Natalie April 9Feature Requests
• 
  & symbol in statement name appears to cause rule to not work

  dividebylife 16 views 3 comments 0 points Most recent by DryHeat March 29Troubleshooting
• 
  1

  Up Down
  Ability to uncheck 'Update Category' when creating a Payee Rule from a transaction (edited)

  Active rlorcro 19 views 1 comment 1 point Most recent by Coach Kristina March 22Feature Requests
• 
  Merged: Ability to set transaction rules within individual accounts

  Closed USAviator 5 views 0 comments 1 point Started by USAviator March 21 Feature Requests
• 
  Transactions Rules for Manual transactions

  Answered ✓ Closed DavPap 30 views 2 comments 0 points Most recent by Coach Natalie March 10Managing Your Transactions
• 
  111
  Transaction Rules for Tags [edited] (2 Merged Votes)

  In Progress TGP 1.6K views 45 comments 111 points Most recent by Max1223 March 9Feature Requests
• 
  Rules for Tags

  Closed Dudley C Rose 34 views 2 comments 0 points Most recent by Coach Kristina March 8Managing Your Transactions
• 
  Can't get rules to work (new to Simplifi)

  Closed barncrow 86 views 12 comments 0 points Most recent by DryHeat March 6Troubleshooting
• 
  Merged: Issue when creating a rule with more than 2 words (edited)

  Closed ordi4les 11 views 0 comments 0 points Most recent by SRC54 March 3Troubleshooting
• 
  Issue when creating a rule with more than 2 words (edited)

  Closed ordi4les 67 views 15 comments 0 points Most recent by SRC54 March 3Troubleshooting
• 
  10

  Up Down
  Ability to select which past transactions a new Transactions Rule gets applied to (edited)

  Active Norm6257 82 views 4 comments 10 points Most recent by NathanN March 2Feature Requests
• 
  Rule does not apply for past and future transactions, Any current issue?

  Closed Kaushal Mehta 55 views 11 comments 0 points Most recent by Coach Jon February 19Troubleshooting
• 
  How to stop rule creation when changing category from transaction panel

  Answered ✓ Closed dave32831954 38 views 4 comments 1 point Most recent by dave32831954 February 14Managing Your Transactions
• 
  [Hover text for long payee names] hides the Create Rule checkbox

  Max1223 31 views 5 comments 0 points Most recent by Coach Jon February 14Report a Bug
• 
  Screen layout issue with Transaction Rules

  Closed TaxAvoidance301 21 views 5 comments 0 points Most recent by Coach Jon February 13Report a Bug
• 
  Handling "Balance Forward" transactions properly

  Closed cweiland 15 views 1 comment 0 points Most recent by SRC54 February 13Managing Your Transactions
• 
  Merged: See transactions being impacted when bulk applying a new rule

  Closed leothemack 1 view 0 comments 1 point Started by leothemack February 6 Feature Requests
• 
  2

  Up Down
  Ability to see the Transaction Rules that are applied to a transaction (edited)

  Active leothemack 13 views 0 comments 2 points Started by leothemack February 6 Feature Requests
• 
  Multiple Xfers to Same Brokerage But Different Accounts - How to Setup Recurring?

  Closed DannyB 12 views 0 comments 0 points Started by DannyB February 5 Managing Your Transactions
• 
  Merged: Add rule to split transactions

  Closed Juananton 1 view 0 comments 1 point Started by Juananton February 3 Feature Requests
• 
  20

  Up Down
  Ability to Split Categories in Category Rules (edited)

  Active Flopbot 154 views 6 comments 20 points Most recent by Juananton February 3Feature Requests
• 
  Create a rule that renames Payee only and does not change category

  Closed Mook Mook 35 views 3 comments 1 point Most recent by Coach Natalie January 22Managing Your Transactions
• 
  No ability to create a rule on the reports spending tab

  Closed andyqq99 21 views 3 comments 0 points Most recent by Coach Natalie January 16Feedback
• 
  Ability to turn off 'create category' automation with each line item edit

  Closed rodneydm247 21 views 1 comment 1 point Most recent by EL1234 January 3Feedback
• 
  Rule Enhancements

  Closed Strigolactone 33 views 1 comment 1 point Most recent by Coach Natalie January 2Feedback
• 
  Applying a renaming rule to existing transactions not working?

  Closed lts 82 views 1 comment 0 points Most recent by Coach Jon December 2024Troubleshooting
• 
  139
  Transaction Rules for automatically excluding/including transactions [edited] (1 Merged Vote)

  In Progress HSC 1.3K views 43 comments 139 points Most recent by Randy17485 December 2024Feature Requests