Auto-selected categories are worse than ever

oliverdavid

I don't know how categories are selected in Quicken Simplifi, but I've been using the app for almost two years now and it feels like it's never been worse. Examples:

• It says "ikea.ca" in the description. Suggested category: "Doctor"
• It says "brunch" in the description. Suggested category: "Unknown"
• It says "parking" in the description. Suggested category: "Financial fees"

Are categories assigned by an AI? Because if so, it should be a lot better than it is right now. Until a few months ago there also used to be a "make this a rule" button when I select categories in the transactions list. That option is now gone.

Coach Natalie

@oliverdavid, thanks for taking the time to share your experience with the community!

According to our help article here, when you download transactions from your bank, Quicken Simplifi automatically assigns a category based on a combination of crowdsourcing, nearby payees, and simple logic: https://support.simplifi.quicken.com/en/articles/4378958-managing-categories-and-subcategories

To prevent Quicken Simplifi from automatically assigning categories, I recommend setting up transaction rules so your transactions always appear how you want them to. The option to create a rule from a transaction was moved from the category and payee fields to the three-dot menu. The steps in this help article go over how to accomplish this: https://support.simplifi.quicken.com/en/articles/4792733-how-to-use-transaction-rules-in-the-web-app#h_a1a1e1aaf9

Let us know if this information helps you with creating transaction rules for these transactions!