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Rules engine for categorizing transactions

We are planning to build a rules engine whereby you will be able to define rules for how your transactions should be categorized, split, and edited etc.

Status: Planned7 comments

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Comments7

  • Serame Enoch vis

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    Jun 18, 2025

    I want to be come a part of this

  • Gabriel White

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    Dec 11, 2024

    I will say that the AI generated rules or whatever magic it uses has really improved considerably to the point where my personal need for rules is far less.

  • Jason Russell changed status to Planned
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    Oct 29, 2024

  • Jason Russell changed status to Open
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    Oct 29, 2024

  • MH

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    Jul 9, 2024

    This is a cool idea. When is it coming?

  • Jason Russell changed status to Planned
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    Apr 7, 2024

  • mike

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    Feb 11, 2024

    this is huge. also make sure to include case sensitivity as an option. Simplifi currently is case insensitive and messes with some rules, their engine also has some real basic and weird behaviors.