Force Category Memorization

lkstaack

Every month Simplifi makes a guess on how a reoccurring credit card transactions should be categorized, and every month I have to change them. How do I get Simplifi to remember the category I set for transactions from the same vendors?

UrsulaA

To categorize a transaction from the same vendor with the same category, you can create a rule.

https://help.simplifimoney.com/en/articles/4792733-how-to-use-transaction-rules

If you are looking to memorize a credit card payment, you can set up a recurring transaction as a credit card payment or a transfer from your bank to your credit card account.

https://help.simplifimoney.com/en/articles/3625912-managing-recurring-transactions