Transaction Rules

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Add exclusion criteria to Transaction Rules (edited)

Active Chris.Landry8011 31 views 1 comment 4 points Most recent by DryHeat June 2025Feature Requests
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
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Remove the 1000 Limit for Transaction Rules (edited)

Active ZackLester 84 views 5 comments 3 points Most recent by Flopbot April 2025Feature Requests
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Ability to view/apply Simplifi's renaming logic in addition to user-created Payee Rules (edited)

Active Kanda 115 views 3 comments 2 points Most recent by Coach Natalie April 2025Feature Requests
Merged: Ability to set transaction rules within individual accounts

Closed USAviator 1 view 0 comments 1 point Most recent by USAviator March 2025Feature Requests
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Ability to select which past transactions a new Transactions Rule gets applied to (edited)

Active Norm6257 196 views 4 comments 10 points Most recent by NathanN March 2025Feature Requests
Merged: See transactions being impacted when bulk applying a new rule

Closed leothemack 1 view 0 comments 1 point Most recent by leothemack February 2025Feature Requests
Merged: Add rule to split transactions

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