New Category Rule

Steve574

Every time I change the category on a transaction I have to remember to uncheck the "Also set for existing transactions…" checkbox or it changes every previous transaction for the same Payee. I shop for a lot of different things at Amazon. I accidentally changed every Amazon transaction to "Home Improvement".

Give me a way to change a transaction category without creating a new rule or uncheck that box so it isn't on by default.

Thanks!

Coach Jon

Hello @Steve574,

Thanks for reaching out. To clarify, are you using the Simplifi Mobile App or the Web Application?

Thanks,

Coach Jon

ajbopp

Irun into this a lot too using the web app.

Coach Jon

Hello @ajbopp,

You should be able to disable the Transaction Rule prompts by unchecking the box next to the "Create a rule to also rename this payee for future transactions" option when editing or entering the Payee of a downloaded transaction, or by deselecting the checkbox next to the "Create a rule to also use this category for future transactions" option when editing or entering the Category of a downloaded transaction, whichever applies. Once this box is unchecked, future transactions will no longer prompt you for a Rule Suggestion.

We also have an idea post to uncheck the "Also apply to existing Transactions" box by default that you can vote for:

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

Thanks,

Coach Jon