Please add a way to add a category from the transaction

Paul Wood

Sometimes while categorizing a new transaction I find I haven't set up a category for it yet. I have to go back out to the settings screen to add it. It would be useful to be able to add it while I'm editing the transaction.

UrsulaA

From the web app, I see that this ability already exists. Open a transaction, type the new category and then Simplifi shows an option to create a new category.

Coach Kristina

Hello @Paul Wood,

In addition to the instructions @UrsulaA provided for editing category from the transaction in the web app, the ability to edit the category from the transaction already exists in the mobile app also. You can do it by tapping on the menu, tapping accounts, tap the account that the transaction you need to edit is in, then tap the transaction. Category is one of the fields you can tap to edit. For more information, review this article on managing transactions.

I hope this helps!