Fill in previous Category when entering a manual transaction (edited)
I am a manual account user. Let's say that I am entering a new manual transaction with a Payee of "McDonalds". Simplifi recognizes that I have entered previous transactions with the same payee as soon as I type the letter "M". Under the "Choose from existing" list I select "McDonalds". In the "Create transaction" dialogue, Simplifi fills in the payee, today's date, and the Account I'm using. Then it defaults to a Category of "Uncategorized". Why? Why not default to the same category that I used last time, e.g. Dining & Drinks / Fast Food? This would save users a lot of wasted time having to search for and select the same category that they always use for a given payee.
Comments
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I don’t recall if I’ve seen a similar enhancement request or if I’ve just thought about it, but I’d suggest listing any previously used categories as the top suggested ones for the payee for manually edited or created transactions, regardless of account sync status. This works for your use case and also simplifies the selection for payees with multiple categories - think the gas station/convenient store where you get gas and sometimes go inside for a snack. I also still have the default restaurant and fast food categories and never remember which I used for those “in between” casual places. I sometimes add transactions to synced accounts manually before they sync and then find myself going to look for previous transactions to ensure consistency. My former app listed the previously used categories in this manner and it was very helpful!
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Great idea!
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