credit card payments appear as uncategorized

Jeannette

When the payment is a transfer from checking to the credit card, I noticed they are appearing as uncategorized on the other side, i.e. the credit card account

Coach Natalie

Hello @Jeanette,

Thanks for reaching out to the Community regarding this behavior, although I'm sorry to hear that you're seeing an issue with some of your transactions in Simplifi.

To clarify, is the transaction in question manually entered, or was it downloaded from the bank? And is it a Linked Transfer where you're using the other account's name for the Category? Have you tried correcting the Category on the "Uncategorized" transaction so it has the Category you'd prefer, by chance?

Please let us know so we can best assist!

-Coach Natalie