Transaction Rules

Discussion List

• 
  268
  Ability to Create Transaction Rules for Amounts and Accounts [edited] (7 Merged Vote)

  In Progress Luis 3.4K views 115 comments 268 points Most recent by wkh September 30Feature Requests
• 
  Merged: Add $ amount option to category renaming rules

  Closed wkh 3 views 0 comments 1 point Started by wkh September 30 Feature Requests
• 
  Rules are inadequate

  Dancerfrog 21 views 1 comment 0 points Most recent by Coach Natalie September 27Feedback
• 
  58

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

  Active Simon Jemani 1K views 15 comments 58 points Most recent by UrsulaA September 17Feature Requests
• 
  How to set a default category for an unrecognized payee?

  DavidB 40 views 3 comments 0 points Most recent by DavidB September 4Managing Your Transactions
• 
  Payees & rules limitations, not useful for my use case.

  Closed snovvman 20 views 1 comment 0 points Most recent by UrsulaA August 31Managing Your Transactions
• 
  Can I automatically run payee rename rules across all of transaction history?

  Closed kaltorak 26 views 1 comment 0 points Most recent by Coach Kristina August 18Managing Your Transactions
• 
  Creating a Transaction Rule from Reports (edited)

  Answered ✓ Closed andyqq99 24 views 1 comment 0 points Most recent by Coach Jon August 16Troubleshooting
• 
  Creating new rule Payee name must be 3 letters?

  Answered ✓ Closed Mountain Man 17 views 1 comment 0 points Most recent by UrsulaA August 12Feedback
• 
  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 10Feature 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 19Managing Your Transactions
• 
  Rules won’t apply to past transactions

  Closed Emma81218 17 views 1 comment 0 points Most recent by Coach Natalie July 12Feedback
• 
  14

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

  Active Flopbot 117 views 4 comments 14 points Most recent by fcb June 30Feature Requests
• 
  Categories Rules Apply to Past Transactions is broken (edited)

  Closed staz 54 views 3 comments 0 points Most recent by Coach Jon June 26Report 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 21Feedback
• 
  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 38 views 2 comments 2 points Most recent by kierkito June 17Managing Your Transactions
• 
  Simplifi is overriding rules to create transfers (edited)

  Closed jayyan 29 views 2 comments 0 points Most recent by DannyB June 13Troubleshooting
• 
  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 13Feedback
• 
  7

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

  Active DannyB 89 views 2 comments 7 points Most recent by DannyB May 31Feature 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 28Known Product Issues
• 
  Option to Disable Prompt for New Category Rule

  Closed Ritland 47 views 3 comments 1 point Most recent by Coach Jon May 23Managing 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 23Feature Requests
• 
  Vent - time consuming over time

  Closed Mrsterry 80 views 2 comments 0 points Most recent by DannyB May 19How do you Quicken Simplifi?
• 
  27

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

  Active timmyc123 374 views 19 comments 27 points Most recent by balenblanken May 16Feature Requests
• 
  How to turn OFF 'new category rule' default checkbox when I change a category

  Answered ✓ Closed MNMIS 42 views 3 comments 0 points Most recent by DannyB May 1Managing 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 28Feature Requests
• 
  Adding custom rules for categorizing transactions

  Closed Sourabh 16 views 1 comment 0 points Most recent by Coach Jon April 24Feedback
• 
  Make Category Rules More Flexiable

  Closed jn2consulting 25 views 1 comment 2 points Most recent by Coach Natalie April 22Feedback