Overview

The Transaction Rules feature gives you the ability to make sure that your transactions always download the way you want them to. From assigning a certain Category to a Payee to making sure that your Payees appear exactly how you'd like them to, Simplifi's got you covered!

Create a Payee Rule

Creating a Payee Rule will allow you to assign certain keywords to a Payee. Once you've created a Payee Rule, Simplifi will watch your downloaded transactions and automatically change the Payee whenever those keywords are identified.

  1. Click the Menu icon (the three lines in the upper left corner).

  2. Select Settings and then Rules.

  3. Click the blue plus (+) button in the bottom right.

  4. Select Payee Rule.

  5. Fill out the If Payee Contains field with the keyword(s) that you'd like Simplifi to watch out for to rename the Payee by, and then enter the Payee in the Rename Payee to field.

  6. Choose whether you'd like the Rule to be applied to all past transactions, 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 established, Simplifi will keep an eye on your downloaded transactions and automatically assign the Category accordingly.

  1. Click the Menu icon (the three lines in the upper left corner).

  2. Select Settings and then Rules.

  3. Click the blue plus (+) button in the bottom right.

  4. Select Category Rule.

  5. Select the Payee then click Apply.

  6. Select the Category then click Apply.

  7. Choose whether you'd like the Rule to be applied to all past transactions, then click Create.

Edit or Delete a Transaction Rule

  1. Click the Menu icon (the three lines in the upper left corner).

  2. Select Settings and then Rules.

  3. Locate the Rule you'd like to edit or delete and click on it.

  4. To edit a Rule, click the three dots at the end of the Category or the Payee, whichever applies, select Edit category rule or Edit payee rule, make the necessary changes, then click Update; to delete a Rule, select the three dots at the end of the Category or the Payee, whichever applies, select Delete category rule or Delete payee rule, then click Delete again to confirm.

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 next to the Category or Payee, and then selecting Delete all 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 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.


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

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