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Transaction categories default to 'shopping', which is not a category I use (edited)

FrameAndFinance

When I review transactions, I often filter by 'Uncategorized' to find ones I need to review and categorize. However, I am noticing Quicken will often automatically categorize some transactions as 'Shopping'

I do not use this category specifically, as it is actually a header and needs to be further categorized, and I am assuming Quicken defaults to it as a 'catch all' for likely shopping transactions, often incorrectly

Can I set a rule to stop Quicken using Shopping as a default category, and using 'uncategorized' instead? Or can I remove 'Shopping' as a category, so it doesn't default to that one so often?

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Comments

Coach Aldair

Hello @FrameAndFinance,

Thanks for reaching out to the Community!

I can certainly understand wanting to keep transactions uncategorized until you're ready to review and assign the appropriate category.

Quicken Simplifi automatically categorizes downloaded transactions using a combination of crowdsourcing, nearby payee information, and other logic. Unfortunately, there isn't currently a setting to disable automatic categorization or configure transactions to default to Uncategorized instead.

You can, however, create Transaction Rules for specific payees to ensure they receive the categories you prefer. This can help reduce the number of transactions that need manual review.

As for removing the Shopping category, Quicken Simplifi does allow most built-in categories to be deleted, but doing so will also require you to reassign transactions currently using that category. It may not prevent the automatic categorization behavior you're describing.

There is an existing Feature Request discussing the option to stop automatic categorization and leave downloaded transactions uncategorized instead. I'd recommend adding your vote and feedback there so the product team can consider this functionality:

Stop automatic category assignment/leave category blank for downloaded transactions

For more information:

I hope this helps clarify things!

Thanks!

SRC54

I would delete any categories you don't use. Just my two cents. They get in the way. Remember you can organize things as you like and rename categories too.

As far as I know there is only one category you cannot delete, Federal Estimated Tax Payment, which irritates the stew out of me. It won't even let me edit the name. It's way too long. I was able finally to reorganize it under another category I already had. All my categories are one or in a few cases two words.

EL1234

I use the Reviewed flag to keep track of transactions that have been reviewed - which means I set the category if needed, added tags, and took care of anything that needed taking care of (like making sure it was a legit purchase, or taking care of returns). Then I just filter by Unreviewed to see the transactions I need to take care of.