Overview

Simplifi likes to make managing your transactions as easy and carefree as possible! Creating Transaction Rules will allow you to make sure that your transactions always come in the way that you want them to.

You can view and manage your Transaction Rules by selecting Settings from the left-hand bar, and then selecting Payees & rules. Once there, you'll see that your Transaction Rules are listed in alphabetical order, grouped by Payee. You can also search this page, making it super easy to find and edit your Transaction Rules!

You can also easily determine how many Payee Rules you have set up for a specific Payee by viewing the number displayed next to the Payee Name.

Create a Payee Rule

Creating a Payee Rule will allow you to assign certain keywords to a Payee. Once you've established a Rule for a Payee, Simplifi will keep an eye on your downloaded transactions and automatically change the Payee whenever those keywords are identified.

  1. Hover over the panel on the left-hand side and select Settings.

  2. Select Rules.

  3. Click the + Rule button.

  4. Select New payee name rule.

  5. Enter the keyword(s) that you'd like Simplifi to watch out for to rename the Payee, and then enter the Payee.

  6. Choose whether you'd like the Rule to be applied to existing transactions (if applicable), then click Create.

Note: You can create as many Payee Rules for a Payee as you'd like.

Create a Category Rule

Creating a Category Rule will allow you to assign a certain Category to a Payee. Once a Category Rule has been created, Simplifi will watch your downloaded transactions and automatically assign the Category accordingly.

  1. Hover over the panel on the left-hand side and select Settings.

  2. Select Rules.

  3. Click the + Rule button.

  4. Select New category rule.

  5. Select the Payee that you'd like the Rule to be applied to, and then select the Category.

  6. Choose whether you'd like the Rule to be applied to existing transactions (if applicable), then click Create.

Edit or Delete a Payee Rule

  1. Hover over the panel on the left-hand side and select Settings.

  2. Select Rules.

  3. Locate the Payee Rule that you'd like to edit or delete and select the three dots at the end of it.

  4. Select Edit rename rules. Note: If you have multiple Payee Rules, you will next need to select the specific Rule that you'd like to edit or delete.

  5. To edit the Payee Rule, make the necessary changes and then click Update; to delete the Payee Rule, select the trash can icon in the bottom left corner.

Edit or Delete a Category Rule

  1. Hover over the panel on the left-hand side and select Settings.

  2. Select Rules.

  3. Locate the Category Rule that you'd like to edit or delete and select the Category drop-down.

  4. To edit the Category Rule, select the Category that you'd like to use and then click Update; to delete the Category Rule, select None set from the top of the Category drop-down list.

Note: You can easily delete all of the Payee and Category Rules that have been created for a specific Payee by selecting the three-dot menu, and then selecting Remove payee & rules.


Frequently Asked Questions

Learn the answers to frequently asked questions for this topic!

Can you create multiple Category Rules for a Payee?

At this time, Simplifi only allows the ability to have a single Category Rule for each Payee. If you use the same vendor for multiple services, we suggest attempting to identify something unique in the downloaded Payee name for each of the services so that you can create a separate Payee Rule, and therefore a separate Category Rule, for each of the services.

Can you create Transaction Rules based on amounts?

Simplifi's Transaction Rules are currently designed to look at Payees and Categories only. However, please feel free to join the discussion in our Community for this highly requested feature by clicking here!

Do Transaction Rules apply to imported transactions?

Yes! When you import transactions into Simplifi using a CSV file, any applicable Transaction Rules that you have set up will be applied.

Do Transaction Rules apply to manual transactions?

At this time, Transaction Rules will not be applied to manually entered transactions. We apologize for any inconvenience and urge you to visit us in our Community to add your vote and feedback to a request for this ability by clicking here.

How do I stop Simplifi from suggesting a Transaction Rule every time I edit a transaction?

When editing transactions in Simplifi, you may be prompted to create a Category or Payee Rule each time. If you'd like to disable Simplifi from suggesting Transaction Rules, you can easily do so from the Category or Payee field of a transaction directly, whichever applies. In the Category and/or Payee field drop-down menus, you'll see a checkbox at the top to "Create a rule..." -- deselecting this will stop Simplifi from suggesting Transaction Rules!


To learn about using Transaction Rules on the Simplifi Mobile App, please click here!

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