Previous Transaction Categories are not reflected in the subsequent future transactions

d2025

Simplifi does not remember my categorization of the same expense from the same vendor after I manually categorize an uncategorized expense.

SRC54

Hi @d2025 I think Simplifi tries to learn, but you can help it along by creating a rule for that payee and assigning it a category. Then it should always get it right. I admit I don't use this feature as much as other users because a lot of my payees are categorized differently each time, but I do use it for my payees whose categories are invariable.

Here's a help article for you concerning rules for payees and/or categories:

https://support.simplifi.quicken.com/en/articles/4792733-how-to-use-transaction-rules

Let the community knows how this goes.