Transaction Rules

Simplifi is overriding rules to create transfers (edited)

Closed jayyan 23 views 2 comments 0 points Most recent by DannyB June 2024Troubleshooting

Rename rules to keep/exclude parts of statement name (like for Amazon purchases)

Closed Thomsa 21 views 1 comment 1 point Most recent by Coach Natalie June 2024Feedback

7

Memorize Investment Transactions/Transaction Rules for Investment Transactions (edited)

Active DannyB 93 views 2 comments 7 points Most recent by DannyB May 2024Feature Requests

Option to Disable Prompt for New Category Rule

Closed Ritland 52 views 3 comments 1 point Most recent by Coach Jon May 2024Managing Your Transactions

Vent - time consuming over time

Closed Mrsterry 127 views 2 comments 0 points Most recent by DannyB May 2024How do you Quicken Simplifi?

27

Uncheck "Apply/Set for Past/Existing Transactions" prompt by default [edited] (6 Merged Votes)

Active timmyc123 427 views 19 comments 27 points Most recent by balenblanken May 2024Feature Requests

How to turn OFF 'new category rule' default checkbox when I change a category

Answered ✓ Closed MNMIS 47 views 3 comments 0 points Most recent by DannyB May 2024Managing Your Transactions

Merged: Enhance Transaction Categorizing Rule

MM123 1 view 0 comments 2 points Started by MM123 April 2024 Feature Requests

Stop Simplifi from asking to apply Rules (edited)

Closed e5hapiro 63 views 1 comment 1 point Most recent by Coach Jon April 2024Managing Your Transactions

Category changes to past transactions when creating a Transaction Rule (edited)

Closed Silas 113 views 6 comments 1 point Most recent by Nerdy Beast April 2024Report a Bug

Merged: Need to be able to create a rule based on amount

IslandGirl 1 view 0 comments 1 point Started by IslandGirl April 2024 Feature Requests

Payee rule not getting applied

Closed ajbopp 330 views 2 comments 0 points Most recent by Flopbot March 2024Report a Bug

Fuzzy match for spending rules

Answered ✓ Closed Alex C 33 views 2 comments 0 points Most recent by Alex C March 2024Managing Your Transactions

Editing Transaction Errors

Answered ✓ Closed TeresaM 13 views 1 comment 0 points Most recent by DannyB March 2024Troubleshooting

Some questions from a mint user

Answered ✓ Closed swiggity 84 views 4 comments 0 points Most recent by swiggity March 2024Getting Started

payee rule is matching the wrong transactions

Closed bling 61 views 6 comments 0 points Most recent by Coach Jon March 2024Report a Bug

New Category Rule

Closed Steve574 74 views 3 comments 0 points Most recent by Coach Jon March 2024Managing Your Transactions

13

Ability to create Category Rules based on keywords for the Payee (edited)

Active a7790 368 views 8 comments 13 points Most recent by Arock77 March 2024Feature Requests

iOS: Weird UX when creating payee rule within transaction

Closed kidd 41 views 3 comments 1 point Most recent by Coach Natalie March 2024Report a Bug

Merged: Add option to make a payee name rule based on a specific string and not just keywords

IzzyR 11 views 0 comments 1 point Started by IzzyR February 2024 Feature Requests

There's no "View Transactions" option when creating a Category Rule on Mobile (edited)

Closed khad 66 views 3 comments 0 points Most recent by Coach Natalie February 2024Report a Bug

Mobile app: Cannot view past transactions when creating a payee rule from a transaction (edite)

Closed khad 66 views 6 comments 0 points Most recent by Coach Natalie February 2024Report a Bug

Categorize account automatically

Answered ✓ Closed jpittenger 124 views 1 comment 0 points Most recent by UrsulaA February 2024Managing Your Transactions

Transaction Rules

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