How to apply category to a vendor for all past transactions (Simplifi)

Magnus

Just joined after using Mint for many years. They had a nice feature that would allow you to check a box and apply a Categorization to all previous transactions from a particular retailer.

I see the box that applies to future transactions but it doesn't seem to go back and do prior ones. Any ideas?

UrsulaA

Hi and welcome.

Transaction rules will allow you to apply a category in mass for a given vendor. Learn more here: https://help.simplifimoney.com/en/articles/4792733-how-to-use-transaction-rules#overview