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Transaction Rules
Transaction Rules
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Discussion List
267
Ability to Create Transaction Rules for Amounts and Accounts [edited] (7 Merged Vote)
In Progress
Luis
3.3K
views
113
comments
267
points
Most recent by
v4run9
September 8
Feature Requests
How to set a default category for an unrecognized payee?
DavidB
35
views
3
comments
0
points
Most recent by
DavidB
September 4
Managing Your Transactions
Payees & rules limitations, not useful for my use case.
snovvman
16
views
1
comment
0
points
Most recent by
UrsulaA
August 31
Managing Your Transactions
Can I automatically run payee rename rules across all of transaction history?
kaltorak
23
views
1
comment
0
points
Most recent by
Coach Kristina
August 18
Managing Your Transactions
Creating a Transaction Rule from Reports (edited)
Answered ✓
Closed
andyqq99
24
views
1
comment
0
points
Most recent by
Coach Jon
August 16
Troubleshooting
Creating new rule Payee name must be 3 letters?
Answered ✓
Closed
Mountain Man
17
views
1
comment
0
points
Most recent by
UrsulaA
August 12
Feedback
109
Transaction Rules for Tags [edited] (2 Merged Votes)
In Progress
TGP
1.3K
views
39
comments
109
points
Most recent by
Coach Kristina
August 10
Feature Requests
Merged: Matching rules should allow one to filter or apply to a selected account
wmanzer
5
views
0
comments
1
point
Started by
wmanzer
July 31
Feature Requests
Rules not working
Closed
scrabbledad
20
views
1
comment
0
points
Most recent by
Coach Jon
July 19
Managing Your Transactions
Rules won’t apply to past transactions
Closed
Emma81218
16
views
1
comment
0
points
Most recent by
Coach Natalie
July 12
Feedback
56
Up
Down
Payee Name wild cards for Transaction Rules [edited] (1 Merged Vote)
Active
Simon Jemani
1K
views
13
comments
56
points
Most recent by
joerobbi
July 2
Feature Requests
14
Up
Down
Ability to Split Categories in Category Rules (edited)
Active
Flopbot
116
views
4
comments
14
points
Most recent by
fcb
June 30
Feature Requests
Categories Rules Apply to Past Transactions is broken (edited)
Closed
staz
53
views
3
comments
0
points
Most recent by
Coach Jon
June 26
Report a Bug
Accessibility issue - don't automatically open the "New Transaction Rule"
Closed
J.A.W.
12
views
1
comment
0
points
Most recent by
Coach Jon
June 21
Feedback
Merged: Rules "contain"
Arock77
7
views
0
comments
2
points
Started by
Arock77
June 21
Feature Requests
Stop the "New category rule" Pop up
Closed
CGJ
37
views
2
comments
2
points
Most recent by
kierkito
June 17
Managing Your Transactions
Simplifi is overriding rules to create transfers (edited)
Closed
jayyan
29
views
2
comments
0
points
Most recent by
DannyB
June 13
Troubleshooting
Rename rules to keep/exclude parts of statement name (like for Amazon purchases)
Closed
Thomsa
21
views
1
comment
1
point
Most recent by
Coach Natalie
June 13
Feedback
7
Up
Down
Memorize Investment Transactions/Transaction Rules for Investment Transactions (edited)
Active
DannyB
88
views
2
comments
7
points
Most recent by
DannyB
May 31
Feature Requests
[ONGOING] 3/4/24: Transaction Rules are not being applied to past transactions
Coach Natalie
1.1K
views
3
comments
0
points
Most recent by
Coach Natalie
May 28
Known Product Issues
Option to Disable Prompt for New Category Rule
Closed
Ritland
45
views
3
comments
1
point
Most recent by
Coach Jon
May 23
Managing Your Transactions
7
Up
Down
Ability to select which past transactions a new Transactions Rule gets applied to (edited)
Active
Norm6257
56
views
2
comments
7
points
Most recent by
DannyB
May 23
Feature Requests
Vent - time consuming over time
Closed
Mrsterry
78
views
2
comments
0
points
Most recent by
DannyB
May 19
How do you Quicken Simplifi?
26
Up
Down
Uncheck "Apply/Set for Past/Existing Transactions" prompt by default [edited] (6 Merged Votes)
Active
timmyc123
370
views
19
comments
26
points
Most recent by
balenblanken
May 16
Feature Requests
How to turn OFF 'new category rule' default checkbox when I change a category
Answered ✓
Closed
MNMIS
41
views
3
comments
0
points
Most recent by
DannyB
May 1
Managing Your Transactions
139
Transaction Rules for automatically excluding/including transactions [edited] (1 Merged Vote)
In Progress
HSC
1K
views
20
comments
139
points
Most recent by
Dips
April 28
Feature Requests
Adding custom rules for categorizing transactions
Closed
Sourabh
15
views
1
comment
0
points
Most recent by
Coach Jon
April 24
Feedback
Make Category Rules More Flexiable
Closed
jn2consulting
25
views
1
comment
2
points
Most recent by
Coach Natalie
April 22
Feedback
Merged: Enhance Transaction Categorizing Rule
MM123
1
view
0
comments
2
points
Started by
MM123
April 21
Feature Requests
Limited Transaction Categorizing Rule
Closed
MM123
13
views
1
comment
0
points
Most recent by
Coach Kristina
April 21
Feedback
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