Overview

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

You can view and manage your Transaction Rules by selecting Settings from the left-hand navigation panel, and then selecting Rules.

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, Quicken Simplifi will keep an eye on your downloaded transactions and automatically change the Payee whenever those keywords are identified. You can create as many Payee Rules for a Payee as you'd like.

Hover over the panel on the left-hand side and select Settings.
Select Rules.
Click the + Rule button.
Select whether you want Quicken Simplifi to look at the original statement name or the Simplifi name when referencing transactions, and then enter the keyword(s) you'd like Quicken Simplifi to watch out for to rename the Payee by.
Check the Rename Payee option, and then enter the Payee.
Click Continue To Review.
Choose whether you'd like the Rule to be applied to existing transactions, then click Create Rule.

You can also create a Payee Rule from a Transaction:

Locate the transaction you'd like to create a Payee Rule for and click into the Payee field.
Enter the new Payee Name.
At the very top of the list, check the box for Create a rule to also rename this payee for future transactions if it's not already checked.
Click off of the transaction and a Create Rule window will open.
Select whether you want Quicken Simplifi to look at the original statement name or the Simplifi name when referencing transactions, and then enter or confirm the keyword(s) you'd like Quicken Simplifi to watch out for to rename the Payee by.
Enter the Payee in the Rename Payee field.
Confirm or enter the Category in the Update Category field.
Note: If you don't want to set a Category for this Payee, you can select None from the drop-down menu.
Click Continue To Review.
Choose whether you'd like the Rule to be applied to existing transactions, then click Create Rule.

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, Quicken Simplifi will watch your downloaded transactions and automatically assign the Category accordingly.

Hover over the panel on the left-hand side and select Settings.
Select Rules.
Click the + Rule button.
Select whether you want Quicken Simplifi to look at the original statement name or the Simplifi name when referencing transactions, and then enter or confirm the keyword(s) you'd like Quicken Simplifi to watch out for to apply the Category to.
Check the Update Category option, and then select the Category.
Click Continue To Review.
Choose whether you'd like the Rule to be applied to existing transactions, then click Create Rule.

You can also create a Category Rule from a Transaction:

Locate the transaction you'd like to create a Category Rule for, hover over it, and then click the downward-facing arrow at the end of the Category field.
At the very top of the list, check the box for Create a rule to also use this category for future transactions if it's not already checked.
Enter or select the new Category and a Create Rule window will open.
Select whether you want Quicken Simplifi to look at the original statement name or the Simplifi name when referencing transactions, and then enter or confirm the keyword(s) you'd like Quicken Simplifi to watch out for to apply the Category to.
Select the Category from the Update Category section.
Click Continue To Review.
Choose whether you'd like the Rule to be applied to existing transactions, then click Create Rule.

Edit a Transaction Rule

Hover over the panel on the left-hand side and select Settings.
Select Rules.
Locate the Transaction Rule you'd like to edit and select the three dots at the end of it.
Select Edit.
Make the necessary changes and then click Continue to Review.
Choose whether you'd like the Rule to be applied to existing transactions, then click Update Rule.

Delete a Transaction Rule

Hover over the panel on the left-hand side and select Settings.
Select Rules.
Locate the Transaction Rule you'd like to delete and select the three dots at the end of it.
Select Delete and then click Delete Rule to confirm.

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, Quicken 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?

Quicken 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 Quicken 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 Quicken Simplifi from suggesting a Transaction Rule every time I edit a transaction?

When editing transactions in Quicken Simplifi, you may be prompted to create a Category or Payee Rule each time. If you'd like to disable Quicken 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 Quicken Simplifi from suggesting Transaction Rules!

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

Using Transaction Rules on the Mobile App

Linking Transactions to Reminders on the Mobile App