Discussion List

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  Merged: Category:: exclude by category

  Sandee 1 view 0 comments 1 point Started by Sandee November 2023 Feature Requests
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  Merged: More robust rules engine for transactions.

  chris_tatertot 1 view 0 comments 3 points Started by chris_tatertot November 2023 Feature Requests
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  Please add "variable" or partial payee names so that renaming rules don't have to be exact!

  Answered ✓ Closed lgreg 31 views 2 comments 1 point Most recent by lgreg November 2023Feedback
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  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
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  Merged: Improve Rules

  Dizzybro 1 view 0 comments 1 point Started by Dizzybro November 2023 Feature Requests
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  Ability to use Transaction Rules/Quickfill for manual transactions (edited)

  Active SamM 253 views 11 comments 12 points Most recent by DJames September 2023Feature Requests
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  Merged: Manual Entry Payee and Category Rules

  DJames 1 view 0 comments 1 point Started by DJames September 2023 Feature Requests
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  Don't make "New Category Rule" the default when entering in a transaction

  Answered ✓ Closed blanktom 112 views 1 comment 1 point Most recent by RobWilk August 2023Managing Your Transactions
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  Setup Transaction Rules to mirror the microservices offered by Qapital, Acorn, etc. (edited)

  Active TommyMac 51 views 4 comments -1 point Most recent by Coach Natalie June 2023Feature Requests
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  Merged: Ability to create Tag rules

  drlegran 11 views 0 comments 2 points Started by drlegran March 2023 Feature Requests
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  Merged: Add "account" attribute to transaction rule

  Adamt 1 view 0 comments 1 point Started by Adamt February 2023 Feature Requests
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  Merged: Rule to automatically ignore certain transactions

  cb77 1 view 0 comments 2 points Started by cb77 January 2023 Feature Requests
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  Merged: Batch Visibility Management Ability

  JeffusTheBaker 1 view 0 comments 1 point Started by JeffusTheBaker January 2023 Feature Requests
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  Ability to view/apply Simplifi's renaming logic in addition to user-created Payee Rules (edited)

  Active Kanda 61 views 2 comments 1 point Most recent by Kanda October 2022Feature Requests
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  Merged: Add option to specify Account when creating Rules

  ArthurD 1 view 0 comments 1 point Started by ArthurD October 2022 Feature Requests
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  Merged: Category identification for big box stores

  Skater 1 view 0 comments 1 point Started by Skater September 2022 Feature Requests
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  Merged: Allow wildcards when setting up Rules

  ghorton 1 view 0 comments 1 point Started by ghorton July 2022 Feature Requests
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  #TipTuesday: Using Transaction Rules

  Closed Coach Nicole 422 views 7 comments 4 points Most recent by DannyB May 2022FAQ Section
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  Merged: Ability to apply Category Rules to manual transactions (edited)

  Norm6257 11 views 0 comments 1 point Started by Norm6257 April 2022 Feature Requests