Transaction Rules

Add Tags and Exclude from Reports/Spending Plan to Category Creation and Payee Rules

Closed LaurenD 51 views 1 comment 1 point Most recent by Coach Natalie December 2023Feedback

Answered ✓ Closed Charles V 11 views 1 comment 0 points Most recent by Coach Natalie December 2023Managing Your Transactions

First Impressions

Closed watkino 120 views 3 comments 0 points Most recent by thaJack December 2023Feedback

Do rules apply to imported transactions? Generally, they don't seem to be executing

Answered ✓ Closed theromm 45 views 2 comments 0 points Most recent by theromm December 2023Report a Bug

Rules for Naming/Categories Should have an "Amount" Option

Closed WillTrott 51 views 1 comment 1 point Most recent by Flopbot November 2023Managing Your Transactions

Settings->Payees and Rules->+Rule->New Payee Name Rule:: Apple.com bill

Answered ✓ Closed Sandee 46 views 4 comments 0 points Most recent by Flopbot November 2023Managing Your Transactions

iOS app: Keyboard covers "Then rename payee as" field when creating a new rule

khad 39 views 1 comment 0 points Most recent by Coach Natalie November 2023Report a Bug

Enable rules to only apply to a particular account?

Closed dachtler 76 views 3 comments 0 points Most recent by Coach Natalie November 2023Categories and Tags

Merged: Category:: exclude by category

Sandee 1 view 0 comments 1 point Started by Sandee November 2023 Feature Requests

Merged: More robust rules engine for transactions.

chris_tatertot 1 view 0 comments 3 points Started by chris_tatertot November 2023 Feature Requests

Please add "variable" or partial payee names so that renaming rules don't have to be exact!

Answered ✓ Closed lgreg 36 views 2 comments 1 point Most recent by lgreg November 2023Feedback

Merged: Creating a rule to let you make all transactions for the selected account the same category

alecfrankkc 1 view 0 comments 1 point Started by alecfrankkc November 2023 Feature Requests

Merged: Improve Rules

Dizzybro 1 view 0 comments 1 point Started by Dizzybro November 2023 Feature Requests

Merged: Manual Entry Payee and Category Rules

DJames 1 view 0 comments 1 point Started by DJames September 2023 Feature Requests

12

Ability to use Transaction Rules/Quickfill for manual transactions (edited)

Active SamM 241 views 11 comments 12 points Most recent by DJames September 2023Feature Requests

Don't make "New Category Rule" the default when entering in a transaction

Answered ✓ Closed blanktom 110 views 1 comment 1 point Most recent by RobWilk August 2023Managing Your Transactions

-1

Setup Transaction Rules to mirror the microservices offered by Qapital, Acorn, etc. (edited)

Active TommyMac 52 views 4 comments -1 point Most recent by Coach Natalie June 2023Feature Requests

Merged: Ability to create Tag rules

drlegran 11 views 0 comments 2 points Started by drlegran March 2023 Feature Requests

Merged: Add "account" attribute to transaction rule

Adamt 1 view 0 comments 1 point Started by Adamt February 2023 Feature Requests

Merged: Rule to automatically ignore certain transactions

cb77 1 view 0 comments 2 points Started by cb77 January 2023 Feature Requests

Merged: Batch Visibility Management Ability

JeffusTheBaker 1 view 0 comments 1 point Started by JeffusTheBaker January 2023 Feature Requests

1

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

Active Kanda 64 views 2 comments 1 point Most recent by Kanda October 2022Feature Requests

Merged: Add option to specify Account when creating Rules

ArthurD 1 view 0 comments 1 point Started by ArthurD October 2022 Feature Requests

Merged: Category identification for big box stores

Skater 1 view 0 comments 1 point Started by Skater September 2022 Feature Requests

Transaction Rules

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