The list of "Most Used Categories" should be the categories you manually select the most (edited)

murribu
murribu Member ✭
edited June 7 in Feature Requests

I have many entries from Publix and Kroger that get automatically categorized as "Groceries." So, "Groceries" is one of my "Most Used Categories." However, when I pull up the dropdown list to change a transaction's category, I don't need to see "Groceries"; that is almost never what I need to change a category to. I need to see the categories that I most often select when viewing that dropdown list.

Tagged:
3
Up Down
3 votes

Active · Last Updated

Comments

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin

    @murribu, thanks for posting your suggestion to the Community!

    I went ahead and moved this out of Feature Requests, as I'm personally seeing that my "Most Used Categories" appear to be my most selected Categories, so I wanted to do some troubleshooting. To start, are you using the Quicken Simplifi Web App, the Mobile App, or both? Also, how long have you been using Quicken Simplifi? Since the program is designed to learn over time, maybe a bit more use would be helpful if you're brand new. Also, what type of Categories are you seeing in "Most Used Categories" and how often do you use them?

    Please let us know so we can best assist!

    -Coach Natalie

    -Coach Natalie

  • murribu
    murribu Member ✭

    Hi @Coach Natalie! Sorry for the delayed response. I should've checked back in sooner.

    To answer your questions: I use the Web App mostly, and I am relatively new to Simplifi (maybe 3 or 4 months in). My "Most Used Categories" are Groceries, Shopping, Entertainment, Dining & Drinks, and Personal Income.

    I guess I was prompted to make this suggestion mainly by "Groceries" being at the top of the list. I never choose that category because it gets automatically applied correctly to all the grocery line items. Perhaps with more time, it'll learn not to have that suggestion for me.

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin

    @murribu, thanks for the reply!

    I understand now! By "most selected", you mean the ones that you're manually selecting the most, which would make your workflow a lot easier when doing so. With that, I turned this back into a Feature Request and tweaked the title a bit to better clarify the request.

    Thanks, again!

    -Coach Natalie

    -Coach Natalie

Categories