How do I get Simplifi to stop asking me if I want to make a new category rule? (edited)

TPnSF

I realize that Simplifi can't automatically categorize Amazon purchases and am fine running through and doing the categorizing myself. But how do I get Simplifi to stop asking me if I want to make a new category rule (and not have to click "no") every time I assign an existing category. Super frustrating.

Coach Natalie

Hello @TPnSF,

Thanks for posting your inquiry to the Community!

Luckily, disabling Simplifi from suggesting Category Rules is super easy -- all you'd need to do is click into the Category field of any transaction and then click the arrow to get the drop-down menu. From here, you should see an option at the top of the Categories List that says "Create a rule to also use this category for future transactions" -- you'll want to uncheck the box next to this.

You can also disable Payee Rule suggestions by doing the same thing in the Payee field, however, you have to actually type into the Payee field to get the Payees List drop-down menu, as there is no arrow.

More details on this can also be found here. I hope this helps!

-Coach Natalie

TPnSF

Voila! Thank you.

Coach Natalie

Yay @TPnSF -- my pleasure!

-Coach Natalie