When clicking on "category" drop down, the current selected category should be auto-highlighted
For example, let's say I purchased something from Home Depot. It is auto categorized under "Home Supplies". I'd like to switch it to another sub-category. When I click on the category drop down, I have to scroll through to find the correct subcategory before changing it to another option (i know I can just type it in, but sometimes I want to see what options are available.)
Instead, when I click on the category drop down, the "home" category should already be open, with all the subcategory options under that visible, with "Home Supplies" highlighted. This makes it much easier and quicker to change the category.
Comments
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yes please!0
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Totally agree - this is painful.0
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Hello All,
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If you would like to see this Idea implemented, please add your vote and a comment explaining how this request would be beneficial for you. More details on voting for Idea posts can be found in our FAQ here.
Thank you,
Simplifi Community Support Team
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Voting for this, for me it often autofills the wrong 'transfer to' category (this might be less often,now), it would be 'helpful' if when i popped-down the category list, it started the 'cursor' on that original category, because it would be a lot less far to travel to pick 'another' transfer-to category.
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Rob Wilkens1 -
When changing a transaction’s category, many times it is only slightly off, so it would help if when opening the category list it would automatically scroll/open to the category that is already selected so you can more quickly make the change (e.g. from Paycheck to Bonus, etc.).
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I like your idea and voted for it above. While it's a small thing, it would make navigating the Category list just that much easier! Here's another idea post related to the ease of navigating categories in transactions. You might find it good too.
Chris
Spreadsheet user since forever.
Quicken Desktop user since 2014.
Quicken Simplifi user since 2021.1 -
I agree. at a minimum it should open to the category currently on the transaction and show it selected until another is selected.
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When changing the category on a transaction, I would like the search screen to start at the category already assigned, instead of always starting at the top. Example: Interest transaction is pre-categorized as Personal Income. I want it under Personal Income: Interest Earned. If the search screen opened to Personal Income, I could select Interest Earned without having to scroll or type in a search word.
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When opening the category selection menu, the list displays all the categories starting at the top of the list. It would be nice to locate the currently entered category, so I can choose related categories under the same parent.
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Does this change apply to the mobile app, web app, or both?
Simplifi User Since Nov 2023
Minter 2014-2023
Questionable Excel before 2014 to present
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