Is there any way to reverse a rule?

davidmutton

I messed up and accidentally, when categorizing an Amazon transaction, ticked the box to create a rule. Now every Amazon transaction in my account is categorized as a 'Service Fee'. It would take countless hours to go back and recategorize them but, from speaking with the customer support team, there no way to undo this. At this point I'm ready to bail on Simplifi, unless I'm missing something!?

SRC54

Well, if most of your Amazon transactions are some one other category, you could create a new rule for that category and apply it to every one of them. Then you can do a search for Amazon in transactions and choose all the ones that need to be changed to something else and do those in bulk. This works if you haven't split too many transactions. If you have splits, I fear you have to do them one by one. @davidmutton

Flopbot

Unfortunately, there isn't. I've done this too and it's painful to resolve. The best you can do is to filter for "Amazon" (or whatever will allow you to only view those affected transactions) under Banking…

And then use this to Edit multiple transactions at once.

Sorry I don't have better news for you. From personal experience, I can assure you that once you do that once, you're much less likely to do it again; you remember where that button is and think twice about it every time you see it ever after.

davidmutton

thanks, @Flopbot - trying to determine whether it's worth my time to do that or just abandon ship. I use Amazon for multiple different types of purchases (entertainment, pharmacy, clothes, books etc etc) so it would be a bit of a nightmare to recategorize them.

Flopbot

@davidmutton ,

I wouldn't advise jumping ship quite yet…the water is cold in the winter! For, me, I'm just OCD enough that I went ahead and spent the 4 hours to fix everything. Honestly, that might have been unecessary, but I know it would have eaten away at me with time. Maybe in your case, just create a category called "Unsure" or "Fixing a Problem" or "Uncategorized" or "Oh C*(#" and assign it to all the various things from Amazon.

One thing that works well for me - I only have one Amazon Subscription - is that I created a separate Recurring Series for just that Subscription which then (A) gives it a unique Payee name and (B) categorizes it appropriately. This also would make it easier to filter by just the "Amazon - Cat Food" transactions if I ever have an Oh C*(# moment myself. Since Simplifi recently added the Match Criteria options to Recurring Series, this is more possible now.

I don't know how this would work for someone with LOTS of Subscriptions, but in theory it should work.

Flopbot

Oh, and @SRC54 's recommendation of creating a temporary renaming rule to reassign everything is a good one. I've done this in the past too when walking myself back from big errors. You have to be super methodical to not mess anything up, but it can save you A LOT of time.

SRC54

@davidmutton

Like @Flopbot I have spent a lot of time fixing my errors or just redoing things. I imported a year's worth of data once and spent days going through and fixing the splits. You don't have to do it all at once. Just work backwards so your data for last month will be right and then the month before.

I remember when Simplifi used to automatically check the box to change every old transaction to the new rule. I think it is now not checked by default. But I am extremely careful about rules!

Simplifi should really have a Revert function even if it is just for 12 or 24 hours!

davidmutton

Thanks again @Flopbot, I'll try to tap into the OCD part of my personality :) I don't really have any subscriptions on Amazon, just 20 or so purchases per month on average from gifts to household essentials etc. Erg. But thanks for the advice!