Transaction Rules

Discussion List

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  Unable to edit Payee Rule on the Mobile App - Duplicate Created (edited)

  kidd 44 views 6 comments 0 points Most recent by Coach Natalie May 9Feedback
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  Rules Not Working

  housetr 52 views 11 comments 0 points Most recent by Coach Jon May 7Managing Your Transactions
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  iOS app: Keyboard covers "Then rename payee as" field when creating a new rule

  khad 35 views 2 comments 0 points Most recent by Coach Natalie May 7Report a Bug
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  269
  Ability to Create Transaction Rules for Amounts and Accounts [edited] (7 Merged Vote)

  In Progress Luis 4.3K views 137 comments 269 points Most recent by CharlieVA May 5Feature Requests
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  140
  Transaction Rules for automatically excluding/including transactions [edited] (1 Merged Vote)

  In Progress HSC 1.3K views 44 comments 140 points Most recent by Simplify Master May 4Feature Requests
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  Merged: Build a rule that excludes based on keywords [Edited]

  Closed Simplify Master 8 views 0 comments 1 point Started by Simplify Master May 4 Feature Requests
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  Remove the 1000 Limit for Transaction Rules (edited)

  Active ZackLester 35 views 5 comments 2 points Most recent by Flopbot April 29Feature Requests
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  Transfer renaming rules

  Closed nosinbro 36 views 4 comments 0 points Most recent by DryHeat April 15Troubleshooting
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  2

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

  Active Kanda 68 views 3 comments 2 points Most recent by Coach Natalie April 9Feature Requests
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  & symbol in statement name appears to cause rule to not work

  Closed dividebylife 17 views 3 comments 0 points Most recent by DryHeat March 29Troubleshooting
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  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
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  Merged: Ability to set transaction rules within individual accounts

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

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

  In Progress TGP 1.7K views 45 comments 111 points Most recent by Max1223 March 9Feature Requests
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  Rules for Tags

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

  Closed barncrow 88 views 12 comments 0 points Most recent by DryHeat March 6Troubleshooting
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  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
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  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
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  Ability to select which past transactions a new Transactions Rule gets applied to (edited)

  Active Norm6257 84 views 4 comments 10 points Most recent by NathanN March 2Feature Requests
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  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
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  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
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  [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
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  Screen layout issue with Transaction Rules

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

  Closed cweiland 17 views 1 comment 0 points Most recent by SRC54 February 13Managing Your Transactions
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  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
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  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
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  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
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  Merged: Add rule to split transactions

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

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  Ability to Split Categories in Category Rules (edited)

  Active Flopbot 155 views 6 comments 20 points Most recent by Juananton February 3Feature Requests