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.
Transaction Rules can be used to have Quicken Simplifi automatically recognize your incoming transactions based on specific or broad "if" conditions, such as the Payee or Amount, and then apply "then" conditions, such as a Payee, Category, and Tag.
Example: You can input the keywords "wal" and "mart" for a Payee Rule to rename to "Walmart", and then "Groceries" as a Category Rule. Then, whenever a transaction containing those keywords comes in, Quicken Simplifi will automatically rename the Payee to "Walmart" and set the Category to "Groceries".
Note: Transaction Rules don’t apply to transfer transactions, balance adjustments, recurring transactions, or manually entered transactions.
Create a Transaction Rule
At this time, Transaction Rules cannot be created directly from a transaction in the Quicken Simplifi Mobile App. Follow these steps instead:
Tap the Menu (three-line icon).
Select Settings, then Rules.
Tap the + icon in the upper-right corner.
Set the Rule Conditions
Choose the transaction details that will trigger the rule:Payee: Choose whether to use the Original Statement Name or the Quicken Simplifi payee name (add multiple keywords, if needed).
Amount: Match a specific amount, an amount range, or transactions above or below a set amount.
Account: Limit the rule to a specific account.
Set the Actions
Choose the changes Quicken Simplifi will automatically apply when a transaction matches the rule:Rename Payee
Update Category
Add Tags
Add Notes
Exclude From (Reports or the Spending Plan)
Review Status (Reviewed or Not Reviewed)
Tap Continue to Review.
Choose whether to apply the rule to existing transactions.
Tap Create Rule.
Edit or Delete a Transaction Rule
Tap the Menu (three-line) icon.
Select Settings and then Rules.
Locate the transaction rule you'd like to edit or delete and tap on it.
To edit: make the necessary changes, and tap Continue to review. Choose whether you'd like the rule to be applied to existing transactions, then tap Create Rule.
To delete: tap the three-dot menu at the upper right and tap Delete Rule. Tap 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?
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 you can create a separate Payee Rule and therefore a separate Category Rule for each of the services. You can also assign additional unique conditions, such as an amount, to further refine the search.
Do Transaction Rules apply to manual transactions?
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 tapping here.
If you're looking for steps specific to the web app, please see our article How to Use Transaction Rules in the Web App.
If you have any questions or need help using transaction rules in Quicken Simplifi, reach out to our support team.