How do I get Simplifi to stop categorizing until I get set up?

Puppy Granny
Puppy Granny Member
edited February 16 in Getting Started

New to Simplifi - Former Mint User. I didn't realize that Simplifi would just "take off" and categorize everything before I get a chance to set up the categories I want to use. Can I get it to stop doing that until I can get categories set up?

Best Answer

  • UrsulaA
    UrsulaA Superuser ✭✭✭✭
    Answer ✓

    I do not think you can stop some of the automation out of the box. However, your new transactions come down as not reviewed. When you categorize something as you need, mark it as reviewed. Focus then on fixing the not reviewed transactions. That is how I keep transactions I want to review straight.

    Simplifi User Since Nov 2023

    Minter 2014-2023

    Questionable Excel before 2014 to present

Answers

  • EL1234
    EL1234 Member ✭✭✭✭

    I do the same as UrsulaA

  • Flopbot
    Flopbot Superuser, Beta Tester ✭✭✭✭✭
    edited January 17

    @Puppy Granny

    Create a Payee Naming Rule in settings and then make it default to “Uncategorized.”

    (edited for clarity)

    Chris
    Spreadsheet user since forever.
    Quicken Desktop user since 2014.
    Quicken Simplifi user since 2021.

This discussion has been closed.