Stop automatic category assignment/leave category blank for downloaded transactions (edited)

CodePoet
CodePoet Member
edited November 2021 in Feature Requests
How can I stop the automatic category assignment? I would like to be able to manually assign categories to transactions and not have them be automatically assigned when new transactions are downloaded. I love the rule feature and would like that to be honored, but hate when the app tries to guess the category for a transaction since I don't notice when it gets it wrong sometimes which throws off my reporting. I would rather the category be blank and just let me create rules for things that recur.
5 votes

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  • Coach Natalie
    Coach Natalie Administrator, Moderator admin
    Hello @CodePoet,

    Thank you for taking the time to post your inquiry to the Community!

    Simplifi is designed to automatically categorize your downloaded transactions using a combination of crowdsourcing, nearby payees, and simple logic, and there is no way to disable this, unfortunately.

    With the exception of creating a Category Rule for every single Payee telling Simplifi to automatically assign the "Uncategorized" Category, another thing that you can try is to enable the 'Reviewed' column in your registers so that you can mark your transactions as "reviewed" as you do so; more details on this can be found here. Hopefully this option will help ensure that all of your transactions are getting the proper attention, and that Categories are being correctly assigned. 

    I did also go ahead and turn this post into an Idea post requesting that Categories not be automatically assigned for downloaded transactions so that other Users can add their votes and our Product Team can review it. Please be sure to add your vote as well!

    I hope this helps, but please let me know if you have any questions! :smile:

    -Coach Natalie
  • Having downloaded transactions that have not been categorized or reviewed be identified would be helpful. I guess you could filter by review status but a view that doesn’t require filter configuration would be nice. 
  • jmlma
    jmlma Member
    I vote for this feature - not automatically assigning categories. It lets me review each transaction and think about the best category. The auto-assigned categories can be imprecise, or just plain wrong.
  • DannyB
    DannyB Superuser ✭✭✭✭
    Are you requesting this as an option that can be selected like opting into Early Access?  If so then I would add my vote if for no other reason then to support a fellow Simplifiers.  But I would not want this to be adopted as the universal default.

    However, we already complete control over categorizing transactions even if Simplifi has already made it's best guess (which in my experience is spot on for all of my regular spending and pretty close to spot on for irregular spending). 

    You can quickly review all your downloaded transactions by going to the Transactions (web) or All Transactions (Mobile) page where you can review each days freshly downloaded transactions for all accounts in one list.  Or you can select individual accounts to review just the transactions for that account.  On theses pages, you can review and select the category you want even if Simplifi has already assigned a category which in my mind is no different then changing "Uncategorized" to the category of your choosing.

    The advantage to letting Simplifi auto assign categories is that you won't need to do anything for any correctly categorized transactions and any that are not you can change the category, which you will have to do anyway if it is left uncategorized.
    Danny 
    Simplifi user since 01/22
     Budget: a mathematical confirmation of your suspicions.” ~A.A. Latimer