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.

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 Payee and Category Rules that have been created for a specific Payee by selecting the three-dot menu, and then selecting Remove payee & rules.

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

Did this answer your question?