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 Payee rule.
  5. Enter the keyword(s) that you'd like Simplifi to watch out for to rename the Payee, and then select the Payee.
  6. Choose whether you'd like the Rule to be applied to past transactions, and click Create.

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 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 past transactions, and click Create.

Edit or Delete a Rule

  1. Hover over the panel on the left-hand side and select Settings.
  2. Select Rules.
  3. Locate the Rule that you'd like to edit or delete and select the three dots at the end of it.
  4. To edit the Rule, select Edit category rule or Edit payee rule, whichever applies, make the necessary changes, and click Update; to delete the Rule, select Delete category rule or Delete payee rule, whichever applies.

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