Recategorize quickly without opening a transaction

Derek&Kelly Member
edited June 2023 in Managing Your Transactions

I would like to quickly recategorize my transactions from the list view the way it works if you open the transaction ie start typing the category name and then options including subcategories are shown. I would think that functionality might be able to be placed in the transaction list view as well. When I say transaction list view/page, I mean the view where all the transactions are listed one after another. I'd rather not have to open the transaction to recategorize it.


  • Coach Natalie
    Coach Natalie Administrator, Moderator admin

    Hello @Derek&Kelly,

    Thanks for sharing your feedback with the Community!

    The ability to recategorize a transaction without actually opening it is already available on both the Simplifi Web and Mobile Apps. To do so from the Web App, you'd just click the 'Category' dropdown and type in or select a Category. To do so from the Mobile App, you'd simply swipe left on the transaction and then click "Categorize". More details on recategorizing transactions on the Web App can be found here, and on the Mobile App can be found here.

    I hope this helps!

    -Coach Natalie

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