How do I get Simplifi to stop categorizing until I get set up?
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
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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
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Answers
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I do the same as UrsulaA
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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 2021.0