Stop prompting me to change the category for all transactions (edited)
don’t continue to ask if we want the category associated with a payee to change once a category is selected, or at least give the option of “don’t ask again.” DO NOT continue to check the box to change all previous transactions. I lost the chosen category on approx 300-400 transactions for amazon. This is a really stupid and frustrating feature to be automatically checked when a default category has been chosen. Or, make the undo feature work and work at any time.
Comments
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Hello @Jrob,
Thanks for sharing your feedback with the Community, although I apologize for your experience with this behavior.
You can stop Simplifi from prompting you to create a Transaction Rule and apply it to past transactions by following the steps in my comment here. Additionally, this is outlined with a video in the Frequently Asked Questions section of our Transaction Rules Support Article:
I hope this helps!
-Coach Natalie
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