Transaction Rules

[Hover text for long payee names] hides the Create Rule checkbox

Closed Max1223 62 views 6 comments 0 points Most recent by Coach Jon October 2025Report a Bug

140

Transaction Rules for automatically excluding/including transactions [edited] (1 Merged Vote)

Completed Closed HSC 1.8K views 46 comments 140 points Most recent by Coach Natalie October 2025Feature Requests

112

Transaction Rules for Tags [edited] (2 Merged Votes)

Completed Closed TGP 2.1K views 49 comments 112 points Most recent by Coach Natalie October 2025Feature Requests

28

Ability to Split Categories in Category Rules (edited)

Active Flopbot 251 views 8 comments 28 points Most recent by mortch October 2025Feature Requests

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

Closed E.W. 49 views 4 comments 0 points Most recent by Coach Jon October 2025Adding and Updating Accounts

Rules to add tags

Closed Bill_B 17 views 1 comment 0 points Most recent by Coach Kristina September 2025Managing Your Transactions

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

Renaming Rules appear to not discriminate between "to" and "from" even when "is exactly" is used

Closed HappyNorml 23 views 1 comment 0 points Most recent by DryHeat September 2025Troubleshooting

Transaction naming and categorization apply only to Pending transactions, and change once Cleared

Closed tylermdunn 21 views 1 comment 0 points Most recent by Coach Jon September 2025Troubleshooting

Issue Creating Rules with Hyphens on the Mobile App (edited)

Closed Xplodius 75 views 8 comments 0 points Most recent by Xplodius September 2025Managing Your Transactions

Two-letter words appear to be ignored in rules

Closed khad 59 views 6 comments 0 points Most recent by SRC54 September 2025Report a Bug

Rules – Add Additional Items (edited)

Closed Dick_Davis 18 views 1 comment 0 points Most recent by Coach Natalie September 2025Managing Your Transactions

If select a category for a transaction, then create a rule...which takes precedence?

Answered ✓ Closed tryingtosimpli 54 views 2 comments 0 points Most recent by DryHeat July 2025Managing Your Transactions

Account Specific Category Rules

Closed MM123 16 views 1 comment 0 points Most recent by Coach Natalie July 2025Feedback

Suitable category for Investment account transactions

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

Rules for Exclusions

Closed Desimo 11 views 1 comment 0 points Most recent by Coach Natalie July 2025Feedback

Create a Rule with AND condition instead or OR

Closed geekcred 160 views 12 comments 1 point Most recent by DryHeat July 2025Managing Your Transactions

4

Add exclusion criteria to Transaction Rules (edited)

Active Chris.Landry8011 28 views 1 comment 4 points Most recent by DryHeat June 2025Feature Requests

Unable to edit Payee Rule on the Mobile App - Duplicate Created (edited)

Closed kidd 99 views 6 comments 0 points Most recent by Coach Natalie May 2025Feedback

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

Merged: Build a rule that excludes based on keywords [Edited]

Closed Simplify Master 1 view 0 comments 1 point Most recent by Simplify Master May 2025Feature Requests

3

Remove the 1000 Limit for Transaction Rules (edited)

Active ZackLester 47 views 5 comments 3 points Most recent by Flopbot April 2025Feature Requests

Transfer renaming rules

Closed nosinbro 56 views 4 comments 0 points Most recent by DryHeat April 2025Troubleshooting

2

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

Active Kanda 86 views 3 comments 2 points Most recent by Coach Natalie April 2025Feature Requests

& symbol in statement name appears to cause rule to not work

Closed dividebylife 30 views 3 comments 0 points Most recent by DryHeat March 2025Troubleshooting

Merged: Ability to set transaction rules within individual accounts

Closed USAviator 1 view 0 comments 1 point Most recent by USAviator March 2025Feature Requests

Transactions Rules for Manual transactions

Answered ✓ Closed DavPap 58 views 2 comments 0 points Most recent by Coach Natalie March 2025Managing Your Transactions

Rules for Tags

Closed Dudley C Rose 36 views 2 comments 0 points Most recent by Coach Kristina March 2025Managing Your Transactions

Transaction Rules

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