If you delete a category, what happens to future transactions?

IDBudgetGuy

I want a single budget for "Health and Fitness". Therefore, say, I delete Gym from under Fitness and create a new subcategory under Health called Gym. How would future transactions (especially from new merchants) that would have been assigned Fitness → Gym be assigned?

Wedo778

Probably will come in as "Unassigned" until you get a few of them and Simplifi learns to correlate those merchants to that category.

DannyB

https://community.simplifimoney.com/discussion/8882/if-you-delete-a-category-what-happens-to-future-transactions

Instead of deleting and recreating “Gym” you can instead click on the 3 dot ellipsis select Edit and change the “Subcategory of” by selecting the parent category younwant from the drop-down list. Any new transactions that are already assigned stay put, new transactions from payees with a rule to be categorized “Gym” will still be categorized such and unrecognized transactions from new unrecognized merchants will like @Wedo778 says show up as uncategorized.