Discussion List

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  "Appears on your [...] statement as" Text Download Length

  Flopbot 151 views 15 comments 0 points Most recent by Coach Kristina November 2024Managing Your Transactions
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  New Feature Alert: Transaction Rules Enhancements!

  Closed Coach Natalie 849 views 0 comments 12 points Started by Coach Natalie November 2024 Updates From the Product Team
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  Is there any way to reverse a rule?

  Closed davidmutton 42 views 7 comments 0 points Most recent by davidmutton November 2024Troubleshooting
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  Remove restrictions when creating Payee Rules, such as the 3-character limit (edited)

  Active George Sullins 141 views 7 comments 10 points Most recent by spamwich October 2024Feature Requests
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  Creating Rules at the Report Level?

  Closed andyqq99 52 views 6 comments 0 points Most recent by SRC54 October 2024Managing Your Transactions
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  Merged: Add $ amount option to category renaming rules

  Closed wkh 1 view 0 comments 1 point Started by wkh September 2024 Feature Requests
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  Rules are inadequate

  Closed Dancerfrog 32 views 1 comment 0 points Most recent by Coach Natalie September 2024Feedback
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  Payee Name wild cards for Transaction Rules [edited] (1 Merged Vote)

  Active Simon Jemani 1.1K views 15 comments 58 points Most recent by UrsulaA September 2024Feature Requests
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  How to set a default category for an unrecognized payee?

  Closed DavidB 41 views 3 comments 0 points Most recent by DavidB September 2024Managing Your Transactions
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  Payees & rules limitations, not useful for my use case.

  Closed snovvman 21 views 1 comment 0 points Most recent by UrsulaA August 2024Managing Your Transactions
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  Can I automatically run payee rename rules across all of transaction history?

  Closed kaltorak 41 views 1 comment 0 points Most recent by Coach Kristina August 2024Managing Your Transactions
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  Creating a Transaction Rule from Reports (edited)

  Answered ✓ Closed andyqq99 21 views 1 comment 0 points Most recent by Coach Jon August 2024Troubleshooting
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  Creating new rule Payee name must be 3 letters?

  Answered ✓ Closed Mountain Man 21 views 1 comment 0 points Most recent by UrsulaA August 2024Feedback
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  Merged: Matching rules should allow one to filter or apply to a selected account

  wmanzer 1 view 0 comments 1 point Started by wmanzer July 2024 Feature Requests
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  Rules not working

  Closed scrabbledad 42 views 1 comment 0 points Most recent by Coach Jon July 2024Managing Your Transactions
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  Rules won’t apply to past transactions

  Closed Emma81218 21 views 1 comment 0 points Most recent by Coach Natalie July 2024Feedback
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  Categories Rules Apply to Past Transactions is broken (edited)

  Closed staz 61 views 3 comments 0 points Most recent by Coach Jon June 2024Report a Bug
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  Accessibility issue - don't automatically open the "New Transaction Rule"

  Closed J.A.W. 11 views 1 comment 0 points Most recent by Coach Jon June 2024Feedback
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  Merged: Rules "contain"

  Arock77 1 view 0 comments 2 points Started by Arock77 June 2024 Feature Requests
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  Stop the "New category rule" Pop up

  Closed CGJ 51 views 2 comments 2 points Most recent by kierkito June 2024Managing Your Transactions
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  Simplifi is overriding rules to create transfers (edited)

  Closed jayyan 21 views 2 comments 0 points Most recent by DannyB June 2024Troubleshooting
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  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 2024Feedback
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  Memorize Investment Transactions/Transaction Rules for Investment Transactions (edited)

  Active DannyB 91 views 2 comments 7 points Most recent by DannyB May 2024Feature Requests
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  Option to Disable Prompt for New Category Rule

  Closed Ritland 51 views 3 comments 1 point Most recent by Coach Jon May 2024Managing Your Transactions
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  Vent - time consuming over time

  Closed Mrsterry 113 views 2 comments 0 points Most recent by DannyB May 2024How do you Quicken Simplifi?
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  Uncheck "Apply/Set for Past/Existing Transactions" prompt by default [edited] (6 Merged Votes)

  Active timmyc123 392 views 19 comments 27 points Most recent by balenblanken May 2024Feature Requests
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  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 2024Managing Your Transactions
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  Adding custom rules for categorizing transactions

  Closed Sourabh 21 views 1 comment 0 points Most recent by Coach Jon April 2024Feedback
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  Make Category Rules More Flexiable

  Closed jn2consulting 21 views 1 comment 2 points Most recent by Coach Natalie April 2024Feedback