Category identification for big box stores
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Posted this before but I wanted to shed some more light on the topic because of its importance to me.
When we buy from Amazon (for example), Simplifi is completely oblivious as to whether the purchase was grocery delivery or books or a trash can. This is not that difficult of a problem to solve!
As an example, shopify integrates with large big box stores and they use access to personal email, and so they parse from your emails what categories your purchase actually was. If Shopify can separate out these items and knows what they are, then Simplifi should be able to do the same.
I don't want to have to go into my Amazon account or my CC account and then have to manually transcribe every single purchase.
In addition, this would be a really easy way to track refunds. Right now the refund tracker is very manual. I'd love for that to be automated as well.
When we buy from Amazon (for example), Simplifi is completely oblivious as to whether the purchase was grocery delivery or books or a trash can. This is not that difficult of a problem to solve!
As an example, shopify integrates with large big box stores and they use access to personal email, and so they parse from your emails what categories your purchase actually was. If Shopify can separate out these items and knows what they are, then Simplifi should be able to do the same.
I don't want to have to go into my Amazon account or my CC account and then have to manually transcribe every single purchase.
In addition, this would be a really easy way to track refunds. Right now the refund tracker is very manual. I'd love for that to be automated as well.
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This isn't a problem for more specific stores. For example, Subway is almost always going to be in the Fast Food category. But you can't put rules on WalMart.
Another nice idea could be scanning receipts.0 -
Hello @Skater,
Thanks for posting your feedback to the Community!
I saw your Idea post requesting the automatic categorization for big box retailers and have gone ahead and merged it with an existing post requesting the same thing. The existing post is 'In Review', so the more votes, the better.
https://community.simplifimoney.com/discussion/1233/idea-sync-reconcile-amazon-major-retailer-order-details-would-be-amazing#latest
Also, when it comes to scanning receipts, although I'm not sure it's exactly what you're looking for, we do have an existing Idea post requesting this functionality that I'd definitely suggest checking out.
https://community.simplifimoney.com/discussion/3678/ability-to-automatically-match-and-attach-receipts-edited/p1?new=1
Let us know if you have any questions!
-Coach Natalie0
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