Transaction Rules

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

3

Remove the 1000 Limit for Transaction Rules (edited)

Active ZackLester 34 views 5 comments 3 points Most recent by Flopbot April 2025Feature Requests

Transfer renaming rules

Closed nosinbro 54 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 72 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 22 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 Started by USAviator March 2025 Feature Requests

Transactions Rules for Manual transactions

Answered ✓ Closed DavPap 46 views 2 comments 0 points Most recent by Coach Natalie March 2025Managing Your Transactions

Rules for Tags

Closed Dudley C Rose 32 views 2 comments 0 points Most recent by Coach Kristina March 2025Managing Your Transactions

Can't get rules to work (new to Simplifi)

Closed barncrow 114 views 12 comments 0 points Most recent by DryHeat March 2025Troubleshooting

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 2025Troubleshooting

Issue when creating a rule with more than 2 words (edited)

Closed ordi4les 104 views 15 comments 0 points Most recent by SRC54 March 2025Troubleshooting

10

Ability to select which past transactions a new Transactions Rule gets applied to (edited)

Active Norm6257 91 views 4 comments 10 points Most recent by NathanN March 2025Feature Requests

Rule does not apply for past and future transactions, Any current issue?

Closed Kaushal Mehta 62 views 11 comments 0 points Most recent by Coach Jon February 2025Troubleshooting

How to stop rule creation when changing category from transaction panel

Answered ✓ Closed dave32831954 35 views 4 comments 1 point Most recent by dave32831954 February 2025Managing Your Transactions

Screen layout issue with Transaction Rules

Closed TaxAvoidance301 21 views 5 comments 0 points Most recent by Coach Jon February 2025Report a Bug

Handling "Balance Forward" transactions properly

Closed cweiland 23 views 1 comment 0 points Most recent by SRC54 February 2025Managing Your Transactions

Merged: See transactions being impacted when bulk applying a new rule

Closed leothemack 1 view 0 comments 1 point Started by leothemack February 2025 Feature Requests

Multiple Xfers to Same Brokerage But Different Accounts - How to Setup Recurring?

Closed DannyB 12 views 0 comments 0 points Started by DannyB February 2025 Managing Your Transactions

Merged: Add rule to split transactions

Closed Juananton 1 view 0 comments 1 point Started by Juananton February 2025 Feature Requests

Create a rule that renames Payee only and does not change category

Closed Mook Mook 34 views 3 comments 1 point Most recent by Coach Natalie January 2025Managing Your Transactions

No ability to create a rule on the reports spending tab

Closed andyqq99 21 views 3 comments 0 points Most recent by Coach Natalie January 2025Feedback

Ability to turn off 'create category' automation with each line item edit

Closed rodneydm247 22 views 1 comment 1 point Most recent by EL1234 January 2025Feedback

Rule Enhancements

Closed Strigolactone 33 views 1 comment 1 point Most recent by Coach Natalie January 2025Feedback

Applying a renaming rule to existing transactions not working?

Closed lts 91 views 1 comment 0 points Most recent by Coach Jon December 2024Troubleshooting

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

Flopbot 244 views 15 comments 0 points Most recent by Coach Kristina November 2024Managing Your Transactions

New Feature Alert: Transaction Rules Enhancements!

Closed Coach Natalie 891 views 0 comments 12 points Started by Coach Natalie November 2024 Updates From the Product Team

Is there any way to reverse a rule?

Closed davidmutton 72 views 7 comments 0 points Most recent by davidmutton November 2024Troubleshooting

Creating Rules at the Report Level?

Closed andyqq99 63 views 6 comments 0 points Most recent by SRC54 October 2024Managing Your Transactions

Transaction Rules

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