Can you turn off default that changes all categories for the same payee?

jasonellis · December 2023

I get a lot of charges from Amazon, but they go into different categories - food/shopping/gifts/etc. Every time I update a category, the DEFAULT on Simplify is to change ALL Amazon purchases to the new category. I have to turn off that default every single time. Is there a way to have that check box NOT default? Right now, I can spend time changing 30 Amazon purchases, forget to uncheck that box, and it will overwrite every change I've made with the wrong category. I feel like the website default should not be to overwrite changes I have made. You should need to ask the website to do that.

Coach Natalie · December 2023

@jasonellis, it sounds like you're experiencing this:

https://community.simplifimoney.com/discussion/comment/5680#Comment_5680

Or this for the Mobile App, which is outlined in the Frequently Asked Questions section of our Managing Transactions on the Mobile App support article:

How do I stop Quicken Simplifi from applying Payee and Category changes to all transactions?

When editing the Payee or Category of a transaction, you may have noticed that the change was applied to other transactions as well. To prevent this from occurring, you'll want to make sure that the box to "Apply changes to all similar transactions" is deselected before saving your changes.

Otherwise, I'd suggest checking out this existing request if you're referring to creating Transaction Rules specifically:

https://community.simplifimoney.com/discussion/1316/uncheck-apply-set-for-past-existing-transactions-prompt-by-default-edited-6-merged-votes

I hope this helps!

-Coach Natalie