Discussion List

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

  In Progress Luis 4.1K views 132 comments 269 points Most recent by USAviator March 21Feature 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 ✓ DavPap 26 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 1.6K views 45 comments 111 points Most recent by Max1223 March 9Feature Requests
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  Rules for Tags

  Dudley C Rose 23 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)

  barncrow 74 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)

  ordi4les 61 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 82 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 34 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 12 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 11 views 0 comments 1 point 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 11 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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  19

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  Ability to Split Categories in Category Rules (edited)

  Active Flopbot 151 views 6 comments 19 points Most recent by Juananton February 3Feature Requests
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  Create a rule that renames Payee only and does not change category

  Closed Mook Mook 34 views 3 comments 1 point Most recent by Coach Natalie January 22Managing Your Transactions
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  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
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  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
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  Rule Enhancements

  Closed Strigolactone 32 views 1 comment 1 point Most recent by Coach Natalie January 2Feedback
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  Applying a renaming rule to existing transactions not working?

  Closed lts 81 views 1 comment 0 points Most recent by Coach Jon December 2024Troubleshooting
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  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
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  Bug - transactionRules pasting payee name removes last word

  Closed Randy1234 21 views 3 comments 0 points Most recent by Coach Natalie December 2024Report a Bug
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  Transaction rules update

  Closed Humanleg86 41 views 5 comments 0 points Most recent by SRC54 November 2024Feedback
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  "Appears on your [...] statement as" Text Download Length

  Flopbot 148 views 15 comments 0 points Most recent by Coach Kristina November 2024Managing Your Transactions