Overview

The Transaction Rules feature gives you the ability to make sure that your transactions always download the way that 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 Create 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, and then enter the Payee in the Rename Payee to field.
  6. Click Create when done.

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 Create Category Rule.
  5. Select the Payee, 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. Click the Menu icon (the three lines in the upper left corner).
  2. Select Settings and then Rules.
  3. Locate the Rule that 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, and select Edit Category Rule or Edit Payee Rule, make the necessary changes and click Update; to delete a Rule, select the three dots at the end of the Category or the Payee, whichever applies, and select Delete Category Rule or Delete Payee Rule, then click Delete again to confirm.

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