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Undo option

Jedp

I feel like it would be a great idea to add an "undo option". This way, if you create a rule and accidentally have it apply to the last 250 transactions you can easily change it in one step.

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Feature Request

Status: Active

Comments

Coach Natalie

Hello @Jedp,

Thanks for the suggestion!

We do have some pop-ups at the bottom of the screen when creating a new Rule from the Transaction View that allows you to undo the newly created Rule, however, this doesn't appear to undo any of the changes that were made to past transactions from creating the Rule, so I definitely agree that having an 'Undo' option would be great for this type of situation.

I have gone ahead and turned this into an Idea post so that other Users can add their votes; please be sure to add your vote as well!

-Coach Natalie

Jedp

Thank you Natalie!

dgalt

This just happened to me - accidentally applied a rule to over 300 transactions and missed the Undo popup in the bottom corner of my screen. Now I have to go back and fix all of these by hand. There should be a way to roll something like this back by e.g. going in a deleting the rule.

asubbaiyanprof

I suggested earlier for a backup and restore point option to tackle it

cday

Please do this! I hit the UNDO button but evidentially not fast enough. A year of AMAZON transaction categorized now reset

At least make the UNDO button stick around longer or perpetually.

schoenrell

I also just re-categorized over a hundred Amazon transactions - I didn't realize an "undo" button appeared on the screen. As soon as I hit "create" for the rule and realized it was a mistake, I went to the menu to look for an undo.
1- We should be able to shut off the prompt for rule creation, at least temporarily, as it makes data entry more tedious and time consuming - or allow a "never prompt for rule creation on this payee."
2- The undo should be available on a menu - as it is on virtually all user interfaces.
3- The "create" button, when it appears where it does on a box I didn't ask for, is perhaps poorly placed. The box I don't want keeps popping up and the natural thing to do to get rid of an unwanted box is to hit the button at the bottom, not the 'x' at the top.

PhaseOU812

Undo would be greatly appreciated; especially when trying to learn and navigate the system.

twellspring

I just created a rule to set the category for a given payee. AFAIK did not request that it change the category on existing transactions, but dicovered that they all had been changed … 40+ transactions over 3 years. And Per tech support there is no way to undo this. Since this is a payee that goes in multiple categories, I have no good way of manually undoing this action.

Two different features could prevent this problem for myself and others in the future

An Undo option for bulk category changes
Add a "Are You Sure" dialog box when doing bulk category changes.

jtscanlon

twellspring is dead on. This is a TERRIBLE UX problem right now — the option to apply a category change to hundreds of transactions is way too subtle and way too easy to accidentally do…. and the undo prompt is way too subtle and way too shortlived to be useful. My wife just accidentally reset categories on over a thousand Amazon transactions… my soul has died inside thinking about how much work it will be to fix… WHY OH WHY WOULD SIMPLIFI MAKE THIS SO EASY TO DO?!? TERRIBLE!

Dan-in-Virginia

I agree with the need for an undo button. Or a restore point capability, such as restoring to the previous day (this would be a simpler resolution approach if someone truly screwed up their transactions).

Chiromag

https://community.simplifimoney.com/discussion/2289/undo-option

An undo option MUST be added as well as a warning: “Are you sure you wish to recategorize ALL past entires with this category?” Had that been there, I would have clicked NO.

kab

Just like the others, I lost 2 years worth of Amazon transaction categories. I'm a new user and this could be a deal breaker if you don't provide an option to go back to previous data. It took days to categorize those transactions and one checkbox wiped it out! The toast for "undo" is way too fast.

Flopbot

@kab , I feel for ya. This just happened to me for the first time the other day. 2 year’s worth of transactions - for one payee - recategorized in .05 seconds. Fortunately, mine will be easier to undo than yours. Don’t give up!

jacquen

I have just decided to stop using Simplifi over this very issue. Hours and hours of work to categorize transactions gone in an instant with no way to undo it. No one should ever use this software while this problem still exists.

smitp111

This idea was proposed in 2021. Did it ever see the light of day? If ideas are not being developed maybe the dev team could provide some feedback as to why. Seems as I read these posts a lot of new users from mint and ynab joining Simplifi. Could we at least understand how these ideas are prioritized after votes are cast?

@Coach Natalie

RTA

The "Undo" option only allows users to step back an instant, and human error would suggest your team could devise a way to have errors/mistakes removed back to the origin by clicking the "back" arrow, like other programs (Excel, Word, etc.)

DryHeat

An "Undo" button doesn't seem to be on the horizon.

So here a couple of other approaches, specific to the "accidental recategorization" problem, that might help:

(1) Have QS to show a popup window listing the transactions that will be affected, with the choice to Cancel or Continue. (Conceptually, this is similar to the way creating a recurring transaction works. QS shows you a list of the upcoming reminders so you can look at it and see if it looks like what you really wanted.)

(2) Less difficult would be for QS to pop up a warning window saying "This rule will modify XXX transactions. Cancel or Continue." That would at least give the user the opportunity to realize the magnitude of the change and perhaps rethink it.

SRC54

Yes, I upvoted this as well as the idea to have a backup and restore capability. The votes on both of these are pretty low, so I don't see it happening.

However, I agree with @DryHeat that a MAJOR warning should be given to users unaware of the magnitude of some of their changes.

UrsulaA

https://community.simplifimoney.com/discussion/comment/49666#Comment_49666

I agree with this. Warnings should be given when a user is about to change a lot of data at once.