Transaction Rules

Discussion List

• 
  40

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

  Active TGP 416 views 17 comments 40 points Most recent by Flopbot September 24Feature Requests
• 
  27

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

  Active HSC 249 views 5 comments 27 points Most recent by cdorsi September 15Feature Requests
• 
  7

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

  Active SamM 128 views 11 comments 7 points Most recent by DJames September 10Feature Requests
• 
  Merged: Manual Entry Payee and Category Rules

  DJames 1 view 0 comments 1 point Started by DJames September 10 Feature Requests
• 
  75

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

  In Review Luis 720 views 31 comments 75 points Most recent by fruitcake August 26Feature Requests
• 
  Don't make "New Category Rule" the default when entering in a transaction

  Answered ✓ Closed blanktom 25 views 1 comment 1 point Most recent by RobWilk August 20Managing Your Transactions
• 
  2

  Up Down
  Ability to create Category Rules based on keywords for the Payee (edited)

  Active a7790 64 views 4 comments 2 points Most recent by Biff August 1Feature Requests
• 
  2

  Up Down
  Memorize Investment Transactions/Transaction Rules for Investment Transactions (edited)

  Active DannyB 26 views 0 comments 2 points Started by DannyB June 17 Feature Requests
• 
  EVERY time a category is changed the Rule pop up opens

  Answered ✓ Closed kineta 43 views 2 comments 0 points Most recent by kineta June 7Managing Your Transactions
• 
  -1

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

  Active TommyMac 53 views 4 comments -1 point Most recent by Coach Natalie June 7Feature Requests
• 
  15

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

  Active timmyc123 114 views 17 comments 15 points Most recent by Steve Grenon March 17Feature Requests
• 
  When are transaction rules triggered?

  Closed Diana43 73 views 7 comments 0 points Most recent by Diana43 March 4Report a Bug
• 
  Merged: Ability to create Tag rules

  drlegran 11 views 0 comments 2 points Started by drlegran March 4 Feature Requests
• 
  10

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

  Active Flopbot 54 views 3 comments 10 points Most recent by Semicolon February 20Feature Requests
• 
  Merged: Add "account" attribute to transaction rule

  Adamt 1 view 0 comments 1 point Started by Adamt February 14 Feature Requests
• 
  Merged: Rule to automatically ignore certain transactions

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

  JeffusTheBaker 1 view 0 comments 1 point Started by JeffusTheBaker January 6 Feature Requests
• 
  Payee Rename Rule not working properly

  Closed doman412 123 views 9 comments 0 points Most recent by Kanda October 2022Report a Bug
• 
  1

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

  Active Kanda 63 views 2 comments 1 point Most recent by Kanda October 2022Feature Requests
• 
  Merged: Add option to specify Account when creating Rules

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

  Closed Skater 33 views 2 comments 0 points Most recent by Coach Natalie September 2022Feedback
• 
  Automatically categorize or tag certain transactions as work expense?

  Answered ✓ Closed sanford78 64 views 2 comments 0 points Most recent by Coach Natalie September 2022Managing Your Transactions
• 
  Merged: Category identification for big box stores

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

  Answered ✓ Closed GRTJ 31 views 3 comments 0 points Most recent by GRTJ August 2022Managing Your Transactions
• 
  Payee rename rules ignore "Appears on statement"

  Closed randominseattle 61 views 8 comments 0 points Most recent by Coach Natalie August 2022Report a Bug
• 
  Why does the Simplifi app cut off long characters? I can't make the correct rule when it does.

  Closed jlmess77 61 views 4 comments 0 points Most recent by jlmess77 July 2022Managing Your Transactions
• 
  6

  Up Down
  Payee Name wild cards for Payee Rules [edited] (1 Merged Vote)

  Active Simon Jemani 183 views 2 comments 6 points Most recent by ghorton July 2022Feature Requests
• 
  Merged: Allow wildcards when setting up Rules

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

  Closed Coach Nicole 361 views 7 comments 4 points Most recent by DannyB May 2022Managing Your Transactions
• 
  Advanced Payee renaming rule

  Answered ✓ Closed Theo 41 views 1 comment 0 points Most recent by Coach Natalie April 2022Managing Your Transactions