Transaction Rules

Discussion List

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  Ally Bank transfer transactions will be labeled with the Payee as another vendor (edited)

  Closed E.W. 38 views 4 comments 0 points Most recent by Coach Jon October 2025Adding and Updating Accounts
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  Rules to add tags

  Closed Bill_B 20 views 1 comment 0 points Most recent by Coach Kristina September 2025Managing Your Transactions
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  Merged: Category Rule based on Payee and Account used to pay

  Closed mark.glass 11 views 0 comments 2 points Most recent by SRC54 September 2025Feature Requests
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  Renaming Rules appear to not discriminate between "to" and "from" even when "is exactly" is used

  Closed HappyNorml 28 views 1 comment 0 points Most recent by DryHeat September 2025Troubleshooting
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  Transaction naming and categorization apply only to Pending transactions, and change once Cleared

  Closed tylermdunn 10 views 1 comment 0 points Most recent by Coach Jon September 2025Troubleshooting
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  Issue Creating Rules with Hyphens on the Mobile App (edited)

  Closed Xplodius 54 views 8 comments 0 points Most recent by Xplodius September 2025Managing Your Transactions
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  Two-letter words appear to be ignored in rules

  Closed khad 51 views 6 comments 0 points Most recent by SRC54 September 2025Report a Bug
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  Rules – Add Additional Items (edited)

  Closed Dick_Davis 16 views 1 comment 0 points Most recent by Coach Natalie September 2025Managing Your Transactions
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  Applying rules to past transactions is not working (edited)

  Closed housetr 78 views 12 comments 0 points Most recent by Coach Jon August 2025Troubleshooting
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  If select a category for a transaction, then create a rule...which takes precedence?

  Answered ✓ Closed tryingtosimpli 27 views 2 comments 0 points Most recent by DryHeat July 2025Managing Your Transactions
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  Account Specific Category Rules

  Closed MM123 14 views 1 comment 0 points Most recent by Coach Natalie July 2025Feedback
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  Suitable category for Investment account transactions

  Closed MM123 29 views 1 comment 0 points Most recent by SRC54 July 2025Managing Your Transactions
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  Rules for Exclusions

  Closed Desimo 4 views 1 comment 0 points Most recent by Coach Natalie July 2025Feedback
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  Create a Rule with AND condition instead or OR

  Closed geekcred 102 views 12 comments 1 point Most recent by DryHeat July 2025Managing Your Transactions
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  4

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  Add exclusion criteria to Transaction Rules (edited)

  Active Chris.Landry8011 17 views 1 comment 4 points Most recent by DryHeat June 2025Feature Requests
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  More Rules

  Closed housetr 21 views 2 comments 0 points Most recent by housetr June 2025Managing Your Transactions
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  Unable to edit Payee Rule on the Mobile App - Duplicate Created (edited)

  Closed kidd 47 views 6 comments 0 points Most recent by Coach Natalie May 2025Feedback
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  Rules Not Working

  Closed housetr 66 views 11 comments 0 points Most recent by Coach Jon May 2025Managing 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 2025Report 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 2025 Feature Requests
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  3

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  Remove the 1000 Limit for Transaction Rules (edited)

  Active ZackLester 38 views 5 comments 3 points Most recent by Flopbot April 2025Feature Requests
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  Transfer renaming rules

  Closed nosinbro 41 views 4 comments 0 points Most recent by DryHeat April 2025Troubleshooting
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  2

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

  Active Kanda 65 views 3 comments 2 points Most recent by Coach Natalie April 2025Feature Requests
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  & symbol in statement name appears to cause rule to not work

  Closed dividebylife 20 views 3 comments 0 points Most recent by DryHeat March 2025Troubleshooting
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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 2025 Feature Requests
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  Transactions Rules for Manual transactions

  Answered ✓ Closed DavPap 38 views 2 comments 0 points Most recent by Coach Natalie March 2025Managing 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 2025Managing Your Transactions
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  Can't get rules to work (new to Simplifi)

  Closed barncrow 104 views 12 comments 0 points Most recent by DryHeat March 2025Troubleshooting