Transaction Rules

Discussion List

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  Applying rules to past transactions is not working (edited)

  Closed housetr 64 views 12 comments 0 points Most recent by Coach Jon August 21Troubleshooting
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  If select a category for a transaction, then create a rule...which takes precedence?

  Answered ✓ Closed tryingtosimpli 26 views 2 comments 0 points Most recent by DryHeat July 23Managing Your Transactions
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  Account Specific Category Rules

  Closed MM123 14 views 1 comment 0 points Most recent by Coach Natalie July 15Feedback
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  Suitable category for Investment account transactions

  Closed MM123 27 views 1 comment 0 points Most recent by SRC54 July 14Managing Your Transactions
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  Rules for Exclusions

  Closed Desimo 3 views 1 comment 0 points Most recent by Coach Natalie July 2Feedback
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  Create a Rule with AND condition instead or OR

  Closed geekcred 92 views 12 comments 1 point Most recent by DryHeat July 1Managing Your Transactions
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  Add exclusion criteria to Transaction Rules (edited)

  Active Chris.Landry8011 12 views 1 comment 4 points Most recent by DryHeat June 19Feature Requests
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  More Rules

  Closed housetr 21 views 2 comments 0 points Most recent by housetr June 17Managing Your Transactions
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  Allow users to specify the order in which Transaction Rules are applied (edited)

  Active DryHeat 16 views 0 comments 6 points Started by DryHeat June 16 Feature Requests
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  Unable to edit Payee Rule on the Mobile App - Duplicate Created (edited)

  Closed kidd 43 views 6 comments 0 points Most recent by Coach Natalie May 9Feedback
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  Rules Not Working

  Closed housetr 59 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

  Closed khad 35 views 2 comments 0 points Most recent by Coach Natalie May 7Report a Bug
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  Merged: Build a rule that excludes based on keywords [Edited]

  Closed Simplify Master 1 view 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 33 views 5 comments 3 points Most recent by Flopbot April 29Feature Requests
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  Transfer renaming rules

  Closed nosinbro 34 views 4 comments 0 points Most recent by DryHeat April 15Troubleshooting
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  Ability to view/apply Simplifi's renaming logic in addition to user-created Payee Rules (edited)

  Active Kanda 64 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 14 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 13 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 1 view 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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  Rules for Tags

  Closed Dudley C Rose 31 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 97 views 12 comments 0 points Most recent by DryHeat March 6Troubleshooting
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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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  Issue when creating a rule with more than 2 words (edited)

  Closed ordi4les 82 views 15 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 87 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 61 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 31 views 4 comments 1 point Most recent by dave32831954 February 14Managing Your Transactions
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  Screen layout issue with Transaction Rules

  Closed TaxAvoidance301 25 views 5 comments 0 points Most recent by Coach Jon February 13Report a Bug