How can I get Quicken to stop auto-categorizing transactions?

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JesiO
JesiO Member
edited August 2023 in Feedback

I can't figure out how to get it to stop assuming giant retailers like Amazon or Walmart all are the same type of expense.

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  • DannyB
    DannyB Superuser ✭✭✭✭✭
    edited July 2023 Answer ✓
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    Hi @JesiO Your question indicates Quicken. This is the Simplifi by Quicken forum. Simplifi is a different product from Quicken though both are Quicken products. If your question is actually about Quicken and not Simplifi, you’ll want to go to the Quicken forum for your question.

    If your question is about Simplifi, my first thought is that you can create a rule to have Simplifi initially categorize these retailers however you want including, I think, "Uncategorized." There may already be a rule in your Settings>Payees & rules. If not this is where you can create a rule for how to categorize these payees.

    I figure I'm going to have to edit the category for a retailer like Amazon no matter what, but I have our Amazon purchases default to "General Expenses," one of my catchall categories, that captures most of what we purchase on Amazon. If the purchase is specific to another of my tracked categories I'll make the change accordingly.

    Danny
    Simplifi user since 01/22
    Budget: a mathematical confirmation of your suspicions.” ~A.A. Latimer
  • Flopbot
    Flopbot Superuser ✭✭✭✭✭
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    What Danny says! This is exactly how I have all my big box store Payees set up in Simplifi, with a rule that automatically categorized them as “Uncategorized”.

    Chris
    Quicken Desktop user since 2014.
    New to Simplifi in 2021.

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